Position in BHF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,139
+$62 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 468 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $292,425 across 4 Insurance - Life names. BHF ranks #4 (0.4% of the industry book) .
All Filings in BHF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139 | 18 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,077 | 18 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,166 | 18 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $955 | 18 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $967 | 18 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,043 | 18 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,161 | 45 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,026 | 45 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,950 | 45 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,319 | 45 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,381 | 45 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,447 | 50 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,367 | 50 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,205 | 50 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,563 | 50 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,171 | 50 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,051 | 50 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,653 | 32 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,590 | 50 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,030 | 67 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,051 | 67 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||