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Sequoia Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Sequoia Financial Advisors’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 		$458K Buy
7,241
+2,106
+41% +$131K ﹤0.01% 1392
2026
Q1 		$307K Sell
5,135
-1,023
-17% -$63.9K ﹤0.01% 1559
2025
Q4 		$399K Buy
+6,158
New +$362K ﹤0.01% 1405

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sequoia Financial Advisors's BHF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Brighthouse Financial (BHF) stake by 41% in Q2 2026, buying an estimated $131K and bringing the position to 7,241 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Sequoia Financial Advisors first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Sequoia Financial Advisors held 7,241 shares of Brighthouse Financial worth $458K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,106 Brighthouse Financial shares in Q2 2026, an estimated $131K.
  • Brighthouse Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1392 holding.
  • Sequoia Financial Advisors first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.