TWD
BHF icon

True Wealth Design’s Brighthouse Financial BHF Stock Holding History

True Wealth Design’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 		$2.28K Sell
36
-117
-76% -$7.28K ﹤0.01% 1632
2026
Q1 		$9.16K Buy
153
+2
+1% +$125 ﹤0.01% 998
2025
Q4 		$9.78K Sell
151
-15
-9% -$881 ﹤0.01% 877
2025
Q3 		$8.81K Sell
166
-132
-44% -$6.44K ﹤0.01% 881
2025
Q2 		$16K Buy
298
+20
+7% +$1.12K 0.01% 443
2025
Q1 		$16.1K Sell
278
-18
-6% -$1K 0.01% 375
2024
Q4 		$14.2K Buy
+296
New +$14.5K 0.01% 366

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

True Wealth Design's BHF Position: Q2 2026 in Review

True Wealth Design reduced its Brighthouse Financial (BHF) stake by 76% in Q2 2026, selling an estimated $7.28K and leaving 36 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

True Wealth Design first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q1 2025. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • True Wealth Design held 36 shares of Brighthouse Financial worth $2.28K as of Q2 2026.
  • True Wealth Design sold 117 Brighthouse Financial shares in Q2 2026, an estimated $7.28K.
  • Brighthouse Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1632 holding.
  • True Wealth Design first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Brighthouse Financial position peaked at $16.1K in Q1 2025.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.