Root Financial Partners
BHF icon

Root Financial Partners’s Brighthouse Financial BHF Stock Holding History

Root Financial Partners’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
Q3 		$12.9K Buy
+258
New +$14.9K ﹤0.01% 1785
2026
Q2 		– Sell
-283
Closed -$16.9K – 737
2026
Q1 		$16.9K Sell
283
-13
-4% -$812 ﹤0.01% 1417
2025
Q4 		$19.2K Buy
296
+95
+47% +$5.58K ﹤0.01% 1208
2025
Q3 		$10.7K Buy
+201
New +$9.8K ﹤0.01% 1428

Other funds holding BHF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Root Financial Partners's BHF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brighthouse Financial (BHF) in Q3 2026: 258 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1785 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BHF as recently as Q1 2026.

Root Financial Partners first reported a position in BHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.2K in Q4 2025. 365 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

  • Root Financial Partners held 258 shares of Brighthouse Financial worth $12.9K as of Q3 2026.
  • Brighthouse Financial was a new Root Financial Partners position in Q3 2026.
  • Brighthouse Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1785 holding.
  • Root Financial Partners first reported a position in Brighthouse Financial in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Brighthouse Financial position peaked at $19.2K in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.