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Wealth Preservation Advisors’s Brighthouse Financial BHF Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-8
Closed -$479 – 183
2026
Q1 		$479 Hold
8
– – ﹤0.01% 787
2025
Q4 		$518 Buy
+8
New +$470 ﹤0.01% 577

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

Wealth Preservation Advisors's BHF Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 8 shares — an estimated $479 sold.

Wealth Preservation Advisors first reported a position in BHF in Q4 2025 and held it in 2 quarters. The position peaked at $518 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 8 Brighthouse Financial shares in Q2 2026, an estimated $479.
  • Wealth Preservation Advisors first reported a position in Brighthouse Financial in Q4 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's Brighthouse Financial position peaked at $518 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.