West Branch Capital’s Brighthouse Financial BHF Stock Holding History

West Branch Capital’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	$1.14K	Hold	18	–	–	﹤0.01%	300
2026 Q1	$1.08K	Hold	18	–	–	﹤0.01%	317
2025 Q4	$1.17K	Hold	18	–	–	﹤0.01%	351
2025 Q3	$956	Hold	18	–	–	﹤0.01%	381
2025 Q2	$968	Hold	18	–	–	﹤0.01%	395
2025 Q1	$1.04K	Sell	18 -27	-60%	-$1.51K	﹤0.01%	412
2024 Q4	$2.16K	Hold	45	–	–	﹤0.01%	381
2024 Q3	$2.03K	Hold	45	–	–	﹤0.01%	377
2024 Q2	$1.95K	Hold	45	–	–	﹤0.01%	384
2024 Q1	$2.32K	Hold	45	–	–	﹤0.01%	376
2023 Q4	$2.38K	Sell	45 -5	-10%	-$248	﹤0.01%	394
2023 Q3	$2.45K	Hold	50	–	–	﹤0.01%	380
2023 Q2	$2.37K	Hold	50	–	–	﹤0.01%	389
2023 Q1	$2.21K	Hold	50	–	–	﹤0.01%	393
2022 Q4	$2.56K	Hold	50	–	–	﹤0.01%	383
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	396
2022 Q2	$2K	Buy	50 +18	+56%	+$869	﹤0.01%	381
2022 Q1	$2K	Sell	32 -18	-36%	-$960	﹤0.01%	386
2021 Q4	$3K	Sell	50 -17	-25%	-$870	﹤0.01%	402
2021 Q3	$3K	Hold	67	–	–	﹤0.01%	379
2021 Q2	$3K	Buy	+67	New	+$3.15K	﹤0.01%	395

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

West Branch Capital's BHF Position: Q2 2026 in Review

West Branch Capital held its Brighthouse Financial (BHF) position steady in Q2 2026 at 18 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

West Branch Capital first reported a position in BHF in Q2 2021 and has held it in 21 quarters since. The position peaked at $3K in Q4 2021. 83 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

West Branch Capital held 18 shares of Brighthouse Financial worth $1.14K as of Q2 2026.
West Branch Capital left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #300 holding.
West Branch Capital first reported a position in Brighthouse Financial in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Brighthouse Financial position peaked at $3K in Q4 2021.
83 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.