Wealth Enhancement Advisory Services
BHF icon

Wealth Enhancement Advisory Services’s Brighthouse Financial BHF Stock Holding History

Wealth Enhancement Advisory Services’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 		$674K Sell
10,217
-3,020
-23% -$188K ﹤0.01% 2413
2026
Q1 		$791K Sell
13,237
-2,359
-15% -$147K ﹤0.01% 1963
2025
Q4 		$1.01M Sell
15,596
-15,625
-50% -$918K ﹤0.01% 1951
2025
Q3 		$1.52M Buy
31,221
+2,519
+9% +$123K ﹤0.01% 1609
2025
Q2 		$1.53M Sell
28,702
-3,341
-10% -$188K ﹤0.01% 1500
2025
Q1 		$1.86M Sell
32,043
-5,355
-14% -$299K ﹤0.01% 1282
2024
Q4 		$1.8M Buy
+37,398
New +$1.83M ﹤0.01% 1232

Other funds holding BHF

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UBS Group
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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

Wealth Enhancement Advisory Services's BHF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Brighthouse Financial (BHF) stake by 23% in Q2 2026, selling an estimated $188K and leaving 10,217 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Wealth Enhancement Advisory Services first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2025. 473 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,217 shares of Brighthouse Financial worth $674K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,020 Brighthouse Financial shares in Q2 2026, an estimated $188K.
  • Brighthouse Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2413 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Brighthouse Financial position peaked at $1.86M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.