Back to BHFAO
Cherry Tree Wealth Management, LLC → BHFAO
Cherry Tree Wealth Management, LLC BHFAO Position History
Brighthouse Financial, Inc.
Quarters held
5
Latest value
$649
Q3 2026
Peak value
$843
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $266 |
| Q4 2025 | $843 |
| Q1 2026 | $779 |
| Q2 2026 | $823 |
| Q3 2026 | $649 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $649 | 13 | — | — |
| Q2 2026 | $823 | 13 | — | — |
| Q1 2026 | $779 | 13 | — | — |
| Q4 2025 | $843 | 13 | — | — |
| Q3 2025 | $266 | 5 | — | — |
Other funds holding BHFAO
$463.5M
$463.5M
$450.4M
$431.5M
$424.9M
$396.5M
$332.6M
$322.5M