Independent Advisor Alliance
Position in BHF — Brighthouse Financial, Inc.
CIK 1696899
CHARLOTTE, NC
Position in BHF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,514,515
-$75,358 QoQ
Shares Held
23,926
-9.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#132
of 468 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $16,627,186 across 8 Insurance - Life names. BHF ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
51,684 | $4,372,982 | |
| 2 | AFL |
Aflac Inc
|
35,419 | $4,152,877 | |
| 3 | MFC |
Manulife Financial Corp
|
52,555 | $2,129,002 | |
| 4 | PRU |
Prudential Financial Inc
|
14,683 | $1,584,735 | |
| 5 | JXN |
Jackson Financial Inc.
|
15,103 | $1,546,395 | |
| 6 | BHF |
Brighthouse Financial, Inc.
This page
|
23,926 | $1,514,515 | |
| 7 | LNC |
Lincoln National Corp
|
29,384 | $1,038,723 | |
| 8 | UNM |
Unum Group
|
3,221 | $287,957 |
All Filings in BHF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,514,515 | 23,926 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,589,873 | 26,551 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,657,490 | 41,017 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,586,162 | 48,722 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,593,057 | 48,225 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,643,975 | 62,838 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,778,200 | 57,831 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,527,849 | 56,137 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,067,621 | 47,707 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,322,310 | 25,656 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $635,569 | 12,010 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $689,173 | 14,082 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $507,781 | 10,724 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $524,379 | 11,888 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,486,060 | 28,985 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,275,332 | 29,372 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,125,137 | 27,429 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,006,698 | 19,487 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $549,183 | 10,602 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $227,754 | 5,147 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||