Position in BHF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,241,163
+$2,166,501 QoQ
Shares Held
67,001
+93.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#76
of 467 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $12,744,353 across 7 Insurance - Life names. BHF ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
This page
|
67,001 | $4,241,163 | |
| 2 | PRU |
Prudential Financial Inc
|
27,613 | $2,980,271 | |
| 3 | MET |
Metlife Inc
|
26,197 | $2,216,528 | |
| 4 | AFL |
Aflac Inc
|
15,443 | $1,810,691 | |
| 5 | MFC |
Manulife Financial Corp
|
24,425 | $989,456 | |
| 6 | UNM |
Unum Group
|
3,153 | $281,878 | |
| 7 | LNC |
Lincoln National Corp
|
6,347 | $224,366 |
All Filings in BHF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,241,163 | 67,001 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,074,662 | 34,647 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,091,097 | 32,275 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,698,666 | 32,002 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $725,034 | 13,484 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||