STA
BHF icon

Summit Trail Advisors’s Brighthouse Financial BHF Stock Holding History

Summit Trail 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 		$2.27M Buy
35,844
+4,579
+15% +$285K 0.03% 529
2026
Q1 		$1.87M Buy
31,265
+9,071
+41% +$566K 0.03% 574
2025
Q4 		$1.44M Buy
22,194
+5,553
+33% +$326K 0.02% 610
2025
Q3 		$883K Buy
+16,641
New +$812K 0.01% 903
2024
Q4 		– Sell
-8,287
Closed -$373K – 446
2024
Q3 		$373K Buy
+8,287
New +$372K 0.01% 483
2023
Q4 		– Sell
-15,327
Closed -$750K – 563
2023
Q3 		$750K Buy
15,327
+33
+0.2% +$1.64K 0.03% 205
2023
Q2 		$724K Sell
15,294
-23
-0.2% -$991 0.03% 204
2023
Q1 		$676K Buy
+15,317
New +$805K 0.03% 179
2021
Q4 		– Sell
-14,212
Closed -$643K – 300
2021
Q3 		$643K Buy
14,212
+212
+2% +$9.56K 0.05% 144
2021
Q2 		$638K Hold
14,000
– – 0.06% 121
2021
Q1 		$620K Hold
14,000
– – 0.07% 106
2020
Q4 		$507K Hold
14,000
– – 0.06% 110
2020
Q3 		$471K Hold
14,000
– – 0.09% 109
2020
Q2 		$389K Sell
14,000
-98
-0.7% -$2.7K 0.07% 109
2020
Q1 		$341K Buy
14,098
+98
+0.7% +$3.47K 0.09% 86
2019
Q4 		$549K Hold
14,000
– – 0.32% 38
2019
Q3 		$567K Hold
14,000
– – 0.2% 43
2019
Q2 		$514K Hold
14,000
– – 0.22% 38
2019
Q1 		$508K Hold
14,000
– – 0.22% 44
2018
Q4 		$427K Sell
14,000
-7,866
-36% -$307K 0.15% 64
2018
Q3 		$967K Buy
21,866
+87
+0.4% +$3.66K 0.21% 60
2018
Q2 		$873K Buy
+21,779
New +$1.05M 0.31% 46
2018
Q1 		– Sell
-1,782
Closed -$111K – 565
2017
Q4 		$111K Buy
+1,782
New +$105K 0.01% 593

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's BHF Position: Q2 2026 in Review

Summit Trail Advisors increased its Brighthouse Financial (BHF) stake by 15% in Q2 2026, buying an estimated $285K and bringing the position to 35,844 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #529.

Summit Trail Advisors first reported a position in BHF in Q4 2017 and has held it in 23 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Summit Trail Advisors held 35,844 shares of Brighthouse Financial worth $2.27M as of Q2 2026.
  • Summit Trail Advisors bought 4,579 Brighthouse Financial shares in Q2 2026, an estimated $285K.
  • Brighthouse Financial made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #529 holding.
  • Summit Trail Advisors first reported a position in Brighthouse Financial in Q4 2017 and has held it in 23 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.