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 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	+$9.81K	﹤0.01%	1428

Other funds holding BHF

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's BHF Position: Q2 2026 in Review

Root Financial Partners sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 283 shares — an estimated $16.9K sold.

Root Financial Partners first reported a position in BHF in Q3 2025 and held it in 3 quarters. The position peaked at $19.2K in Q4 2025. 150 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Root Financial Partners reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 283 Brighthouse Financial shares in Q2 2026, an estimated $16.9K.
Root Financial Partners first reported a position in Brighthouse Financial in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Brighthouse Financial position peaked at $19.2K in Q4 2025.
150 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.