Valley Wealth Managers’s Brighthouse Financial BHF Stock Holding History

Valley Wealth Managers’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 Q3	$349	Hold	7	–	–	﹤0.01%	322
2026 Q2	$443	Hold	7	–	–	﹤0.01%	324
2026 Q1	$419	Hold	7	–	–	﹤0.01%	301
2025 Q4	$454	Hold	7	–	–	﹤0.01%	338
2025 Q3	$372	Hold	7	–	–	﹤0.01%	285
2025 Q2	$376	Buy	7 +2	+40%	+$112	﹤0.01%	281
2025 Q1	$290	Hold	5	–	–	﹤0.01%	346
2024 Q4	$240	Hold	5	–	–	﹤0.01%	376
2024 Q3	$225	Buy	+5	New	+$225	﹤0.01%	378

Other funds holding BHF

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Valley Wealth Managers's BHF Position: Q3 2026 in Review

Valley Wealth Managers held its Brighthouse Financial (BHF) position steady in Q3 2026 at 7 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Valley Wealth Managers first reported a position in BHF in Q3 2024 and has held it in 9 quarters since. The position peaked at $454 in Q4 2025. 95 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Valley Wealth Managers held 7 shares of Brighthouse Financial worth $349 as of Q3 2026.
Valley Wealth Managers left its Brighthouse Financial share count unchanged in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #322 holding.
Valley Wealth Managers first reported a position in Brighthouse Financial in Q3 2024 and has held it in 9 quarters since.
Valley Wealth Managers's Brighthouse Financial position peaked at $454 in Q4 2025.
95 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.