WAG
BHF icon

Wilkerson Advisory Group’s Brighthouse Financial BHF Stock Holding History

Wilkerson Advisory Group’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
Q1 		– Sell
-17
Closed -$1.1K – 622
2025
Q4 		$1.1K Buy
+17
New +$999 ﹤0.01% 545

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
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wilkerson Advisory Group's BHF Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of Brighthouse Financial (BHF) in Q1 2026, closing a stake of 17 shares — an estimated $1.1K sold.

Wilkerson Advisory Group first reported a position in BHF in Q4 2025 and held it in 1 quarter. The position peaked at $1.1K in Q4 2025. 467 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining Brighthouse Financial position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 17 Brighthouse Financial shares in Q1 2026, an estimated $1.1K.
  • Wilkerson Advisory Group first reported a position in Brighthouse Financial in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's Brighthouse Financial position peaked at $1.1K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.