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SHP Wealth Management’s Brighthouse Financial BHF Stock Holding History

SHP Wealth Management’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 		$2.6K Buy
41
+11
+37% +$684 ﹤0.01% 1324
2026
Q1 		$1.8K Buy
30
+5
+20% +$312 ﹤0.01% 1308
2025
Q4 		$1.62K Buy
+25
New +$1.47K ﹤0.01% 1171

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 $3.38T AUM 44.17% 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

SHP Wealth Management's BHF Position: Q2 2026 in Review

SHP Wealth Management increased its Brighthouse Financial (BHF) stake by 37% in Q2 2026, buying an estimated $684 and bringing the position to 41 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

SHP Wealth Management first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • SHP Wealth Management held 41 shares of Brighthouse Financial worth $2.6K as of Q2 2026.
  • SHP Wealth Management bought 11 Brighthouse Financial shares in Q2 2026, an estimated $684.
  • Brighthouse Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1324 holding.
  • SHP Wealth Management first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.