Plante Moran Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Plante Moran Financial Advisors’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	$317	Hold	5	–	–	﹤0.01%	1290
2026 Q1	$299	Hold	5	–	–	﹤0.01%	691
2025 Q4	$324	Hold	5	–	–	﹤0.01%	774
2025 Q3	$265	Hold	5	–	–	﹤0.01%	757
2025 Q2	$269	Hold	5	–	–	﹤0.01%	745
2025 Q1	$290	Hold	5	–	–	﹤0.01%	765
2024 Q4	$240	Hold	5	–	–	﹤0.01%	884
2024 Q3	$225	Sell	5 -68	-93%	-$3.06K	﹤0.01%	851
2024 Q2	$3.16K	Hold	73	–	–	﹤0.01%	685
2024 Q1	$3.76K	Buy	73 +68	+1,360%	+$3.38K	﹤0.01%	711
2023 Q4	$265	Hold	5	–	–	﹤0.01%	788
2023 Q3	$245	Buy	5 +2	+67%	+$99	﹤0.01%	724
2023 Q2	$142	Hold	3	–	–	﹤0.01%	764
2023 Q1	$132	Hold	3	–	–	﹤0.01%	767
2022 Q4	$154	Buy	+3	New	+$157	﹤0.01%	819
2019 Q1	–	Sell	-28	Closed	-$1K	–	780
2018 Q4	$1K	Buy	28 +24	+600%	+$936	﹤0.01%	776
2018 Q3	$0	Hold	4	–	–	﹤0.01%	759
2018 Q2	$0	Sell	4 -3	-43%	-$144	﹤0.01%	822
2018 Q1	$0	Hold	7	–	–	﹤0.01%	952
2017 Q4	$0	Sell	7 -5	-42%	-$296	﹤0.01%	878
2017 Q3	$1K	Buy	+12	New	+$684	﹤0.01%	755

Other funds holding BHF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Plante Moran Financial Advisors's BHF Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 5 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Plante Moran Financial Advisors first reported a position in BHF in Q3 2017 and has held it in 21 quarters since. The position peaked at $3.76K in Q1 2024. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Plante Moran Financial Advisors held 5 shares of Brighthouse Financial worth $317 as of Q2 2026.
Plante Moran Financial Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1290 holding.
Plante Moran Financial Advisors first reported a position in Brighthouse Financial in Q3 2017 and has held it in 21 quarters since.
Plante Moran Financial Advisors's Brighthouse Financial position peaked at $3.76K in Q1 2024.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.