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

Wealth Enhancement Trust 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 		$1.2K Hold
19
– – ﹤0.01% 1083
2026
Q1 		$1.14K Hold
19
– – ﹤0.01% 719
2025
Q4 		$1.23K Buy
+19
New +$1.12K ﹤0.01% 667

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Brighthouse Financial (BHF) position steady in Q2 2026 at 19 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Wealth Enhancement Trust Services first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23K in Q4 2025. 363 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Wealth Enhancement Trust Services held 19 shares of Brighthouse Financial worth $1.2K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1083 holding.
  • Wealth Enhancement Trust Services first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Brighthouse Financial position peaked at $1.23K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

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