Private Trust Company’s Brighthouse Financial BHF Stock Holding History

Private Trust Company’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	$380	Hold	6	–	–	﹤0.01%	2629
2026 Q1	$359	Hold	6	–	–	﹤0.01%	2526
2025 Q4	$389	Hold	6	–	–	﹤0.01%	2469
2025 Q3	$318	Hold	6	–	–	﹤0.01%	2493
2025 Q2	$323	Sell	6 -230	-97%	-$12.9K	﹤0.01%	2425
2025 Q1	$13.7K	Hold	236	–	–	﹤0.01%	1693
2024 Q4	$11.3K	Sell	236 -409	-63%	-$20K	﹤0.01%	1711
2024 Q3	$29K	Hold	645	–	–	﹤0.01%	1329
2024 Q2	$28K	Sell	645 -15	-2%	-$692	﹤0.01%	1324
2024 Q1	$34K	Buy	660 +47	+8%	+$2.33K	﹤0.01%	1251
2023 Q4	$32.4K	Hold	613	–	–	﹤0.01%	1229
2023 Q3	$30K	Sell	613 -2	-0.3%	-$99	﹤0.01%	1205
2023 Q2	$29.1K	Buy	615 +43	+8%	+$1.85K	﹤0.01%	1231
2023 Q1	$25.2K	Hold	572	–	–	﹤0.01%	1245
2022 Q4	$29K	Buy	572 +153	+37%	+$8K	﹤0.01%	1155
2022 Q3	$18K	Hold	419	–	–	﹤0.01%	1231
2022 Q2	$17K	Buy	+419	New	+$20.2K	﹤0.01%	1285

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

Private Trust Company's BHF Position: Q2 2026 in Review

Private Trust Company held its Brighthouse Financial (BHF) position steady in Q2 2026 at 6 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Private Trust Company first reported a position in BHF in Q2 2022 and has held it in 17 quarters since. The position peaked at $34K in Q1 2024. 471 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Private Trust Company held 6 shares of Brighthouse Financial worth $380 as of Q2 2026.
Private Trust Company left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2629 holding.
Private Trust Company first reported a position in Brighthouse Financial in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's Brighthouse Financial position peaked at $34K in Q1 2024.
471 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.