Security National Bank’s Brighthouse Financial BHF Stock Holding History

Security National Bank’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	$190	Hold	3	–	–	﹤0.01%	392
2026 Q1	$180	Hold	3	–	–	﹤0.01%	408
2025 Q4	$194	Hold	3	–	–	﹤0.01%	371
2025 Q3	$159	Hold	3	–	–	﹤0.01%	378
2025 Q2	$161	Hold	3	–	–	﹤0.01%	314
2025 Q1	$174	Hold	3	–	–	﹤0.01%	315
2024 Q4	$144	Hold	3	–	–	﹤0.01%	317
2024 Q3	$135	Hold	3	–	–	﹤0.01%	281
2024 Q2	$130	Hold	3	–	–	﹤0.01%	287
2024 Q1	$155	Hold	3	–	–	﹤0.01%	276
2023 Q4	$159	Buy	+3	New	+$149	﹤0.01%	310

Other funds holding BHF

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return