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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
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 $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SHP Wealth Management's BHF Position: Q1 2026 in Review

SHP Wealth Management increased its Brighthouse Financial (BHF) stake by 20% in Q1 2026, buying an estimated $312 and bringing the position to 30 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

SHP Wealth Management first reported a position in BHF in Q4 2025 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • SHP Wealth Management held 30 shares of Brighthouse Financial worth $1.8K as of Q1 2026.
  • SHP Wealth Management bought 5 Brighthouse Financial shares in Q1 2026, an estimated $312.
  • Brighthouse Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1308 holding.
  • SHP Wealth Management first reported a position in Brighthouse Financial in Q4 2025 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.