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Pinnacle Wealth Planning Services’s Brighthouse Financial BHF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.52K Buy
103
+8
+8% +$498 ﹤0.01% 2222
2026
Q1 		$5.69K Buy
95
+84
+764% +$5.24K ﹤0.01% 2221
2025
Q4 		$713 Buy
+11
New +$646 ﹤0.01% 2620
2021
Q1 		– Sell
-1,491
Closed -$54K – 536
2020
Q4 		$54K Buy
+1,491
New +$50.1K 0.01% 754

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Brighthouse Financial (BHF) stake by 8.4% in Q2 2026, buying an estimated $498 and bringing the position to 103 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Pinnacle Wealth Planning Services first reported a position in BHF in Q4 2020 and has held it in 4 quarters since. The position peaked at $54K in Q4 2020. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 103 shares of Brighthouse Financial worth $6.52K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 Brighthouse Financial shares in Q2 2026, an estimated $498.
  • Brighthouse Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2222 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brighthouse Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Brighthouse Financial position peaked at $54K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.