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Waterfront Wealth’s Brighthouse Financial BHF Stock Holding History

Waterfront Wealth’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 		$2.49M Buy
37,670
+278
+0.7% +$17.3K 0.39% 78
2026
Q1 		$2.24M Buy
37,392
+2,337
+7% +$146K 0.41% 79
2025
Q4 		$2.25M Buy
35,055
+192
+0.6% +$11.3K 0.43% 70
2025
Q3 		$1.63M Buy
+34,863
New +$1.7M 0.33% 88

Other funds holding BHF

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TMAM
Tokio Marine Asset Management Tokyo, Japan $3.23B AUM 37.2% 1-Year Est. Return

Waterfront Wealth's BHF Position: Q2 2026 in Review

Waterfront Wealth increased its Brighthouse Financial (BHF) stake by 0.74% in Q2 2026, buying an estimated $17.3K and bringing the position to 37,670 shares worth $2.49M. The position accounts for 0.39% of the portfolio, ranked #78.

Waterfront Wealth first reported a position in BHF in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Waterfront Wealth held 37,670 shares of Brighthouse Financial worth $2.49M as of Q2 2026.
  • Waterfront Wealth bought 278 Brighthouse Financial shares in Q2 2026, an estimated $17.3K.
  • Brighthouse Financial made up 0.39% of Waterfront Wealth's portfolio in Q2 2026, its #78 holding.
  • Waterfront Wealth first reported a position in Brighthouse Financial in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.