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United Financial Planning Group’s Brighthouse Financial BHF Stock Holding History

United Financial Planning Group’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 		$127 Hold
2
– – ﹤0.01% 461
2026
Q1 		$120 Hold
2
– – ﹤0.01% 454
2025
Q4 		$130 Sell
2
-4
-67% -$235 ﹤0.01% 485
2025
Q3 		$318 Buy
+6
New +$293 ﹤0.01% 204

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

United Financial Planning Group's BHF Position: Q2 2026 in Review

United Financial Planning Group held its Brighthouse Financial (BHF) position steady in Q2 2026 at 2 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #461.

United Financial Planning Group first reported a position in BHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $318 in Q3 2025. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • United Financial Planning Group held 2 shares of Brighthouse Financial worth $127 as of Q2 2026.
  • United Financial Planning Group left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #461 holding.
  • United Financial Planning Group first reported a position in Brighthouse Financial in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Brighthouse Financial position peaked at $318 in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.