QWM
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Quaker Wealth Management’s Brighthouse Financial BHF Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-29
Closed -$1.68K – 956
2025
Q1 		$1.68K Buy
+29
New +$1.62K ﹤0.01% 430

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UBS Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quaker Wealth Management's BHF Position: Q1 2026 in Review

Quaker Wealth Management held its Brighthouse Financial (BHF) position steady in Q1 2026 at 29 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Quaker Wealth Management first reported a position in BHF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.88K in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Quaker Wealth Management held 29 shares of Brighthouse Financial worth $1.74K as of Q1 2026.
  • Quaker Wealth Management left its Brighthouse Financial share count unchanged in Q1 2026.
  • Brighthouse Financial made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #442 holding.
  • Quaker Wealth Management first reported a position in Brighthouse Financial in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Brighthouse Financial position peaked at $1.88K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.