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Sound Income Strategies’s Brighthouse Financial BHF Stock Holding History

Sound Income Strategies’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 		– Sell
-10
Closed -$596 – 682
2026
Q1 		$596 Buy
10
+8
+400% +$499 ﹤0.01% 2371
2025
Q4 		$128 Sell
2
-14
-88% -$823 ﹤0.01% 2447
2025
Q3 		$773 Buy
16
+14
+700% +$683 ﹤0.01% 1480
2025
Q2 		$108 Hold
2
– – ﹤0.01% 1540
2025
Q1 		$116 Sell
2
-85
-98% -$4.75K ﹤0.01% 1493
2024
Q4 		$4.18K Buy
87
+85
+4,250% +$4.15K ﹤0.01% 1031
2024
Q3 		$90 Hold
2
– – ﹤0.01% 1361
2024
Q2 		$87 Sell
2
-3
-60% -$138 ﹤0.01% 1334
2024
Q1 		$258 Buy
5
+3
+150% +$149 ﹤0.01% 1279
2023
Q4 		$106 Hold
2
– – ﹤0.01% 1280
2023
Q3 		$98 Hold
2
– – ﹤0.01% 1119
2023
Q2 		$95 Hold
2
– – ﹤0.01% 1079
2023
Q1 		$88 Hold
2
– – ﹤0.01% 1038
2022
Q4 		$103 Hold
2
– – ﹤0.01% 967
2022
Q3 		$0 Hold
2
– – ﹤0.01% 882
2022
Q2 		$0 Hold
2
– – ﹤0.01% 886
2022
Q1 		$0 Sell
2
-5
-71% -$267 ﹤0.01% 874
2021
Q4 		$0 Buy
7
+5
+250% +$256 ﹤0.01% 844
2021
Q3 		$0 Hold
2
– – ﹤0.01% 831
2021
Q2 		$0 Sell
2
-31
-94% -$1.46K ﹤0.01% 889
2021
Q1 		$1.46K Buy
33
+31
+1,550% +$1.27K ﹤0.01% 800
2020
Q4 		$0 Hold
2
– – ﹤0.01% 873
2020
Q3 		$0 Hold
2
– – ﹤0.01% 839
2020
Q2 		$0 Sell
2
-30
-94% -$827 ﹤0.01% 779
2020
Q1 		$1K Buy
32
+30
+1,500% +$1.06K ﹤0.01% 638
2019
Q4 		$0 Hold
2
– – ﹤0.01% 702
2019
Q3 		$0 Hold
2
– – ﹤0.01% 668
2019
Q2 		$0 Hold
2
– – ﹤0.01% 667
2019
Q1 		$0 Hold
2
– – ﹤0.01% 676
2018
Q4 		$0 Hold
2
– – ﹤0.01% 676
2018
Q3 		$0 Hold
2
– – ﹤0.01% 696
2018
Q2 		$0 Hold
2
– – ﹤0.01% 624
2018
Q1 		$0 Hold
2
– – ﹤0.01% 595
2017
Q4 		$0 Buy
+2
New +$118 ﹤0.01% 511

Other funds holding BHF

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Sound Income Strategies's BHF Position: Q2 2026 in Review

Sound Income Strategies sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 10 shares — an estimated $596 sold.

Sound Income Strategies first reported a position in BHF in Q4 2017 and held it in 34 quarters. The position peaked at $4.18K in Q4 2024. 163 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Sound Income Strategies reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 10 Brighthouse Financial shares in Q2 2026, an estimated $596.
  • Sound Income Strategies first reported a position in Brighthouse Financial in Q4 2017 and held it in 34 quarters.
  • Sound Income Strategies's Brighthouse Financial position peaked at $4.18K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.