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

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

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Security National Bank's BHF Position: Q2 2026 in Review

Security National Bank held its Brighthouse Financial (BHF) position steady in Q2 2026 at 3 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Security National Bank first reported a position in BHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $194 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Security National Bank held 3 shares of Brighthouse Financial worth $190 as of Q2 2026.
Security National Bank left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #392 holding.
Security National Bank first reported a position in Brighthouse Financial in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Brighthouse Financial position peaked at $194 in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.