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Vision Retirement’s Brighthouse Financial BHF Stock Holding History

Vision Retirement’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 		$2.09K Buy
33
+1
+3% +$62 ﹤0.01% 564
2026
Q1 		$1.92K Buy
32
+14
+78% +$874 ﹤0.01% 561
2025
Q4 		$1.17K Buy
+18
New +$1.06K ﹤0.01% 558

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Vision Retirement's BHF Position: Q2 2026 in Review

Vision Retirement increased its Brighthouse Financial (BHF) stake by 3.1% in Q2 2026, buying an estimated $62 and bringing the position to 33 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Vision Retirement first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Vision Retirement held 33 shares of Brighthouse Financial worth $2.09K as of Q2 2026.
  • Vision Retirement bought 1 Brighthouse Financial share in Q2 2026, an estimated $62.
  • Brighthouse Financial made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #564 holding.
  • Vision Retirement first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.