Rothschild Investment LLC’s Brighthouse Financial BHF Stock Holding History

Rothschild Investment LLC’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	$26K	Sell	411 -1,051	-72%	-$65.4K	﹤0.01%	1459
2026 Q1	$87.5K	Sell	1,462 -55	-4%	-$3.43K	﹤0.01%	937
2025 Q4	$98.3K	Sell	1,517 -502	-25%	-$29.5K	0.01%	814
2025 Q3	$107K	Buy	2,019 +1,975	+4,489%	+$96.4K	0.01%	778
2025 Q2	$2.37K	Sell	44 -5	-10%	-$281	﹤0.01%	1958
2025 Q1	$2.84K	Buy	49 +2	+4%	+$112	﹤0.01%	1698
2024 Q4	$2.26K	Hold	47	–	–	﹤0.01%	1731
2024 Q3	$2.12K	Hold	47	–	–	﹤0.01%	1691
2024 Q2	$2.04K	Hold	47	–	–	﹤0.01%	1396
2024 Q1	$2.42K	Hold	47	–	–	﹤0.01%	1196
2023 Q4	$2.49K	Buy	+47	New	+$2.33K	﹤0.01%	1132
2018 Q1	–	Sell	-3,828	Closed	-$224K	–	377
2017 Q4	$224K	Sell	3,828 -1,851	-33%	-$110K	0.02%	369
2017 Q3	$345K	Buy	+5,679	New	+$324K	0.04%	317

Other funds holding BHF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's BHF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Brighthouse Financial (BHF) stake by 72% in Q2 2026, selling an estimated $65.4K and leaving 411 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Rothschild Investment LLC first reported a position in BHF in Q3 2017 and has held it in 13 quarters since. The position peaked at $345K in Q3 2017. 363 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Rothschild Investment LLC held 411 shares of Brighthouse Financial worth $26K as of Q2 2026.
Rothschild Investment LLC sold 1,051 Brighthouse Financial shares in Q2 2026, an estimated $65.4K.
Brighthouse Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1459 holding.
Rothschild Investment LLC first reported a position in Brighthouse Financial in Q3 2017 and has held it in 13 quarters since.
Rothschild Investment LLC's Brighthouse Financial position peaked at $345K in Q3 2017.
363 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.