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Twin Peaks Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Twin Peaks 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 		– Sell
-85
Closed -$5.09K – 458
2026
Q1 		$5.09K Buy
+85
New +$5.31K ﹤0.01% 1387
2025
Q3 		– Sell
-173
Closed -$7.98K – 396
2025
Q2 		$7.98K Buy
+173
New +$9.72K ﹤0.01% 1053

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

Twin Peaks Wealth Advisors's BHF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 85 shares — an estimated $5.09K sold.

Twin Peaks Wealth Advisors first reported a position in BHF in Q2 2025 and held it in 2 quarters. The position peaked at $7.98K in Q2 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 85 Brighthouse Financial shares in Q2 2026, an estimated $5.09K.
  • Twin Peaks Wealth Advisors first reported a position in Brighthouse Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Brighthouse Financial position peaked at $7.98K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.