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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
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

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

Valley Wealth Managers's BHF Position: Q2 2026 in Review

Valley Wealth Managers held its Brighthouse Financial (BHF) position steady in Q2 2026 at 7 shares worth $443. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Valley Wealth Managers first reported a position in BHF in Q3 2024 and has held it in 8 quarters since. The position peaked at $454 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Valley Wealth Managers held 7 shares of Brighthouse Financial worth $443 as of Q2 2026.
  • Valley Wealth Managers left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #324 holding.
  • Valley Wealth Managers first reported a position in Brighthouse Financial in Q3 2024 and has held it in 8 quarters since.
  • Valley Wealth Managers's Brighthouse Financial position peaked at $454 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.