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Brighthouse Finl shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Brighthouse Finl (BHF) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Brighthouse Finl

Tip: Access up to 7 years of quarterly data

All positions including Brighthouse Finl held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brighthouse Finl by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $599 10 59.90

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Brighthouse Finl

Vanguard Group
BlackRock
UBS Group
Dimensional Fund Advisors
DME Capital Management
Vanguard Capital Management
Vanguard Portfolio Management
Glazer Capital
American Century Companies
State Street Corporation
Millennium Management
Morgan Stanley
Geode Capital Management
CNH Partners
Soros Fund Management

View all funds holding Brighthouse Finl