Prestige Wealth Management Group’s Brighthouse Financial BHF Stock Holding History

Prestige Wealth Management Group’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	$1.52K	Hold	24	–	–	﹤0.01%	813
2026 Q1	$1.44K	Hold	24	–	–	﹤0.01%	802
2025 Q4	$1.55K	Hold	24	–	–	﹤0.01%	805
2025 Q3	$1.27K	Hold	24	–	–	﹤0.01%	819
2025 Q2	$1.29K	Hold	24	–	–	﹤0.01%	818
2025 Q1	$1.39K	Hold	24	–	–	﹤0.01%	798
2024 Q4	$1.15K	Hold	24	–	–	﹤0.01%	864
2024 Q3	$1.08K	Hold	24	–	–	﹤0.01%	872
2024 Q2	$1.04K	Hold	24	–	–	﹤0.01%	827
2024 Q1	$1.24K	Hold	24	–	–	﹤0.01%	843
2023 Q4	$1.27K	Hold	24	–	–	﹤0.01%	831
2023 Q3	$1.18K	Hold	24	–	–	﹤0.01%	854
2023 Q2	$1.14K	Hold	24	–	–	﹤0.01%	894
2023 Q1	$1.06K	Hold	24	–	–	﹤0.01%	882
2022 Q4	$1.23K	Hold	24	–	–	﹤0.01%	938
2022 Q3	$1K	Buy	+24	New	+$1.09K	﹤0.01%	811

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 $3.37T AUM 44.26% 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

Prestige Wealth Management Group's BHF Position: Q2 2026 in Review

Prestige Wealth Management Group held its Brighthouse Financial (BHF) position steady in Q2 2026 at 24 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Prestige Wealth Management Group first reported a position in BHF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.55K in Q4 2025. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Prestige Wealth Management Group held 24 shares of Brighthouse Financial worth $1.52K as of Q2 2026.
Prestige Wealth Management Group left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #813 holding.
Prestige Wealth Management Group first reported a position in Brighthouse Financial in Q3 2022 and has held it in 16 quarters since.
Prestige Wealth Management Group's Brighthouse Financial position peaked at $1.55K in Q4 2025.
472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.