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Provenance Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Provenance Wealth 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 		$443 Hold
7
– – ﹤0.01% 581
2026
Q1 		$419 Hold
7
– – ﹤0.01% 402
2025
Q4 		$454 Hold
7
– – ﹤0.01% 409
2025
Q3 		$372 Hold
7
– – ﹤0.01% 431
2025
Q2 		$376 Hold
7
– – ﹤0.01% 415
2025
Q1 		$406 Hold
7
– – ﹤0.01% 518
2024
Q4 		$336 Hold
7
– – ﹤0.01% 547
2024
Q3 		$315 Hold
7
– – ﹤0.01% 591
2024
Q2 		$303 Hold
7
– – ﹤0.01% 509
2024
Q1 		$361 Hold
7
– – ﹤0.01% 532
2023
Q4 		$370 Hold
7
– – ﹤0.01% 586
2023
Q3 		$343 Buy
+7
New +$348 ﹤0.01% 474

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

Provenance Wealth Advisors's BHF Position: Q2 2026 in Review

Provenance Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 7 shares worth $443. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Provenance Wealth Advisors first reported a position in BHF in Q3 2023 and has held it in 12 quarters since. The position peaked at $454 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Provenance Wealth Advisors held 7 shares of Brighthouse Financial worth $443 as of Q2 2026.
  • Provenance Wealth Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #581 holding.
  • Provenance Wealth Advisors first reported a position in Brighthouse Financial in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Brighthouse Financial position peaked at $454 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.