SIM
BHF icon

Synergy Investment Management’s Brighthouse Financial BHF Stock Holding History

Synergy Investment 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
Q2 		$443 Buy
+7
New +$435 ﹤0.01% 1036
2025
Q2 		– Sell
-6
Closed -$348 – 120
2025
Q1 		$348 Hold
6
– – ﹤0.01% 587
2024
Q4 		$288 Buy
+6
New +$293 ﹤0.01% 620

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 $3.38T AUM 44.17% 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

Synergy Investment Management's BHF Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Brighthouse Financial (BHF) in Q2 2026: 7 shares worth $443. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BHF as recently as Q1 2025.

Synergy Investment Management first reported a position in BHF in Q4 2024 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Synergy Investment Management held 7 shares of Brighthouse Financial worth $443 as of Q2 2026.
  • Brighthouse Financial was a new Synergy Investment Management position in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1036 holding.
  • Synergy Investment Management first reported a position in Brighthouse Financial in Q4 2024 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.