Whittier Trust’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.96K | Hold |
61
| – | – | ﹤0.01% | 1231 |
|
|
2026
Q1 | $3.67K | Hold |
61
| – | – | ﹤0.01% | 1239 |
|
|
2025
Q4 | $3.97K | Sell |
61
-10
| -14% | -$588 | ﹤0.01% | 1247 |
|
|
2025
Q3 | $3.77K | Sell |
71
-79
| -53% | -$3.86K | ﹤0.01% | 1254 |
|
|
2025
Q2 | $8.06K | Hold |
150
| – | – | ﹤0.01% | 1269 |
|
|
2025
Q1 | $8.69K | Hold |
150
| – | – | ﹤0.01% | 1236 |
|
|
2024
Q4 | $7.2K | Hold |
150
| – | – | ﹤0.01% | 1302 |
|
|
2024
Q3 | $6.75K | Hold |
150
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q2 | $6.5K | Sell |
150
-50
| -25% | -$2.31K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $10.3K | Hold |
200
| – | – | ﹤0.01% | 1265 |
|
|
2023
Q4 | $10.6K | Sell |
200
-31
| -13% | -$1.54K | ﹤0.01% | 1223 |
|
|
2023
Q3 | $11.3K | Sell |
231
-21
| -8% | -$1.04K | ﹤0.01% | 1237 |
|
|
2023
Q2 | $11.9K | Hold |
252
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q1 | $11.1K | Hold |
252
| – | – | ﹤0.01% | 1286 |
|
|
2022
Q4 | $12.9K | Sell |
252
-17
| -6% | -$889 | ﹤0.01% | 1244 |
|
|
2022
Q3 | $11K | Sell |
269
-27
| -9% | -$1.23K | ﹤0.01% | 1318 |
|
|
2022
Q2 | $12K | Buy |
296
+5
| +2% | +$241 | ﹤0.01% | 1279 |
|
|
2022
Q1 | $15K | Sell |
291
-133
| -31% | -$7.1K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $22K | Sell |
424
-17
| -4% | -$870 | ﹤0.01% | 1159 |
|
|
2021
Q3 | $20K | Buy |
441
+60
| +16% | +$2.71K | ﹤0.01% | 1119 |
|
|
2021
Q2 | $17K | Sell |
381
-112
| -23% | -$5.26K | ﹤0.01% | 1181 |
|
|
2021
Q1 | $22K | Sell |
493
-637
| -56% | -$26.2K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $40K | Buy |
1,130
+280
| +33% | +$9.4K | ﹤0.01% | 899 |
|
|
2020
Q3 | $23K | Sell |
850
-54
| -6% | -$1.57K | ﹤0.01% | 970 |
|
|
2020
Q2 | $25K | Sell |
904
-1,399
| -61% | -$38.6K | ﹤0.01% | 924 |
|
|
2020
Q1 | $56K | Sell |
2,303
-13
| -0.6% | -$460 | ﹤0.01% | 778 |
|
|
2019
Q4 | $91K | Sell |
2,316
-13
| -0.6% | -$512 | ﹤0.01% | 717 |
|
|
2019
Q3 | $94K | Buy |
2,329
+4
| +0.2% | +$149 | ﹤0.01% | 714 |
|
|
2019
Q2 | $86K | Sell |
2,325
-54
| -2% | -$2.09K | ﹤0.01% | 685 |
|
|
2019
Q1 | $87K | Sell |
2,379
-414
| -15% | -$15.5K | ﹤0.01% | 686 |
|
|
2018
Q4 | $85K | Sell |
2,793
-1,184
| -30% | -$46.2K | ﹤0.01% | 671 |
|
|
2018
Q3 | $176K | Sell |
3,977
-17
| -0.4% | -$716 | 0.01% | 533 |
|
|
2018
Q2 | $160K | Sell |
3,994
-719
| -15% | -$34.6K | 0.01% | 536 |
|
|
2018
Q1 | $242K | Sell |
4,713
-42
| -0.9% | -$2.43K | 0.01% | 483 |
|
|
2017
Q4 | $279K | Sell |
4,755
-1,729
| -27% | -$102K | 0.01% | 451 |
|
|
2017
Q3 | $394K | Buy |
+6,484
| New | +$370K | 0.01% | 386 |
|
Other funds holding BHF
DCM
Whittier Trust's BHF Position: Q2 2026 in Review
Whittier Trust held its Brighthouse Financial (BHF) position steady in Q2 2026 at 61 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.
Whittier Trust first reported a position in BHF in Q3 2017 and has held it in 36 quarters since. The position peaked at $394K in Q3 2017. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.
- Whittier Trust held 61 shares of Brighthouse Financial worth $3.96K as of Q2 2026.
- Whittier Trust left its Brighthouse Financial share count unchanged in Q2 2026.
- Brighthouse Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1231 holding.
- Whittier Trust first reported a position in Brighthouse Financial in Q3 2017 and has held it in 36 quarters since.
- Whittier Trust's Brighthouse Financial position peaked at $394K in Q3 2017.
- 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.