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Planning Strategies’s Brighthouse Financial BHF Stock Holding History

Planning Strategies’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 		$253 Buy
+4
New +$249 ﹤0.01% 968

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Planning Strategies's BHF Position: Q2 2026 in Review

Planning Strategies opened a new position in Brighthouse Financial (BHF) in Q2 2026: 4 shares worth $253. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings.

442 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Planning Strategies held 4 shares of Brighthouse Financial worth $253 as of Q2 2026.
  • Brighthouse Financial was a new Planning Strategies position in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #968 holding.
  • 442 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.