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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

Other funds holding BHF

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UBS Group
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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

Quaker Wealth Management's BHF Position: Q2 2026 in Review

Quaker Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 29 shares — an estimated $1.74K sold.

Quaker Wealth Management first reported a position in BHF in Q2 2025 and held it in 4 quarters. The position peaked at $1.88K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Quaker Wealth Management reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 29 Brighthouse Financial shares in Q2 2026, an estimated $1.74K.
  • Quaker Wealth Management first reported a position in Brighthouse Financial in Q2 2025 and held it in 4 quarters.
  • Quaker Wealth Management's Brighthouse Financial position peaked at $1.88K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

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