SOA Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

SOA Wealth 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	$886	Hold	14	–	–	﹤0.01%	805
2026 Q1	$838	Hold	14	–	–	﹤0.01%	759
2025 Q4	$907	Hold	14	–	–	﹤0.01%	758
2025 Q3	$743	Hold	14	–	–	﹤0.01%	780
2025 Q2	$753	Hold	14	–	–	﹤0.01%	768
2025 Q1	$812	Hold	14	–	–	﹤0.01%	757
2024 Q4	$673	Sell	14 -35	-71%	-$1.71K	﹤0.01%	758
2024 Q3	$2.21K	Hold	49	–	–	﹤0.01%	663
2024 Q2	$2.12K	Hold	49	–	–	﹤0.01%	668
2024 Q1	$2.52K	Hold	49	–	–	﹤0.01%	678
2023 Q4	$2.59K	Hold	49	–	–	﹤0.01%	670
2023 Q3	$2.4K	Hold	49	–	–	﹤0.01%	697
2023 Q2	$2.32K	Hold	49	–	–	﹤0.01%	708
2023 Q1	$2.16K	Hold	49	–	–	﹤0.01%	717
2022 Q4	$2.51K	Hold	49	–	–	﹤0.01%	711
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	696
2022 Q2	$2K	Hold	49	–	–	﹤0.01%	685
2022 Q1	$2K	Hold	49	–	–	﹤0.01%	786
2021 Q4	$2K	Buy	49 +2	+4%	+$102	﹤0.01%	763
2021 Q3	$2K	Hold	47	–	–	﹤0.01%	778
2021 Q2	$2K	Hold	47	–	–	﹤0.01%	759
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	703
2020 Q4	$1K	Buy	+47	New	+$1.58K	﹤0.01%	723

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

SOA Wealth Advisors's BHF Position: Q2 2026 in Review

SOA Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 14 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #805.

SOA Wealth Advisors first reported a position in BHF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59K in Q4 2023. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

SOA Wealth Advisors held 14 shares of Brighthouse Financial worth $886 as of Q2 2026.
SOA Wealth Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #805 holding.
SOA Wealth Advisors first reported a position in Brighthouse Financial in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Brighthouse Financial position peaked at $2.59K in Q4 2023.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.