Sittner & Nelson’s Brighthouse Financial BHF Stock Holding History

Sittner & Nelson’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	$2.79K	Hold	44	–	–	﹤0.01%	521
2026 Q1	$2.63K	Hold	44	–	–	﹤0.01%	500
2025 Q4	$2.81K	Hold	44	–	–	﹤0.01%	465
2025 Q3	$2.34K	Hold	44	–	–	﹤0.01%	438
2025 Q2	$2.37K	Hold	44	–	–	﹤0.01%	446
2025 Q1	$2.55K	Hold	44	–	–	﹤0.01%	429
2024 Q4	$2.11K	Hold	44	–	–	﹤0.01%	417
2024 Q3	$1.98K	Hold	44	–	–	﹤0.01%	403
2024 Q2	$1.91K	Hold	44	–	–	﹤0.01%	425
2024 Q1	$2.27K	Hold	44	–	–	﹤0.01%	440
2023 Q4	$2.33K	Hold	44	–	–	﹤0.01%	417
2023 Q3	$2.15K	Hold	44	–	–	﹤0.01%	421
2023 Q2	$2.08K	Hold	44	–	–	﹤0.01%	440
2023 Q1	$1.94K	Hold	44	–	–	﹤0.01%	454
2022 Q4	$2.26K	Hold	44	–	–	﹤0.01%	419
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	417
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	441
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	413
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	410
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	381
2021 Q2	$2K	Hold	44	–	–	﹤0.01%	362
2021 Q1	$2K	Hold	44	–	–	﹤0.01%	367
2020 Q4	$2K	Buy	+44	New	+$1.48K	﹤0.01%	384

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

Sittner & Nelson's BHF Position: Q2 2026 in Review

Sittner & Nelson held its Brighthouse Financial (BHF) position steady in Q2 2026 at 44 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Sittner & Nelson first reported a position in BHF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.81K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Sittner & Nelson held 44 shares of Brighthouse Financial worth $2.79K as of Q2 2026.
Sittner & Nelson left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #521 holding.
Sittner & Nelson first reported a position in Brighthouse Financial in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Brighthouse Financial position peaked at $2.81K in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.