Position in BHF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,849
+$7,131 QoQ
Shares Held
124
+933.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#295
of 467 holders
Holding Since
Jun 2025
5 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, 2026Valued Wealth Advisors LLC holds $165,822 across 11 Insurance - Life names. BHF ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
370 | $43,382 | |
| 2 | MFC |
Manulife Financial Corp
|
1,040 | $42,130 | |
| 3 | MET |
Metlife Inc
|
313 | $26,482 | |
| 4 | PRU |
Prudential Financial Inc
|
136 | $14,678 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
181 | $9,227 | |
| 6 | BHF |
Brighthouse Financial, Inc.
This page
|
124 | $7,849 | |
| 7 | GL |
Globe Life Inc.
|
41 | $7,325 | |
| 8 | JXN |
Jackson Financial Inc.
|
60 | $6,143 |
All Filings in BHF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,849 | 124 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $718 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $777 | 12 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $636 | 12 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $645 | 12 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||