Atlas Capital Advisors’s Brighthouse Financial BHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-1,478
Closed -$95.8K – 992
2025
Q4
$95.8K Buy
+1,478
New +$86.8K 0.01% 540
2025
Q2
$775K Sell
14,418
-179
-1% -$10.1K 0.09% 181
2025
Q1
$846K Buy
+14,597
New +$815K 0.11% 165
2024
Q2
– Sell
-4,399
Closed -$227K – 900
2024
Q1
$227K Hold
4,399
– – 0.04% 348
2023
Q4
$233K Hold
4,399
– – 0.03% 340
2023
Q3
$215K Hold
4,399
– – 0.04% 341
2023
Q2
$208K Sell
4,399
-236
-5% -$10.2K 0.03% 357
2023
Q1
$204K Sell
4,635
-420
-8% -$22.1K 0.03% 356
2022
Q4
$259K Sell
5,055
-253
-5% -$13.2K 0.04% 297
2022
Q3
$230K Buy
5,308
+1,220
+30% +$55.5K 0.04% 322
2022
Q2
$168K Buy
4,088
+2,151
+111% +$104K 0.03% 388
2022
Q1
$100K Buy
1,937
+1,684
+666% +$89.9K 0.02% 466
2021
Q4
$13.1K Hold
253
– – ﹤0.01% 679
2021
Q3
$11.4K Hold
253
– – ﹤0.01% 708
2021
Q2
$11.5K Hold
253
– – ﹤0.01% 721
2021
Q1
$11.2K Hold
253
– – ﹤0.01% 663
2020
Q4
$9.16K Buy
+253
New +$8.5K ﹤0.01% 599
2020
Q3
– Sell
-253
Closed -$7.04K – 342
2020
Q2
$7.04K Hold
253
– – ﹤0.01% 631
2020
Q1
$6.12K Buy
+253
New +$8.95K ﹤0.01% 607

Other funds holding BHF

Atlas Capital Advisors's BHF Position: Q1 2026 in Review

Atlas Capital Advisors sold out of Brighthouse Financial (BHF) in Q1 2026, closing a stake of 1,478 shares — an estimated $95.8K sold.

Atlas Capital Advisors first reported a position in BHF in Q1 2020 and held it in 19 quarters. The position peaked at $846K in Q1 2025. 467 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Atlas Capital Advisors reported no remaining Brighthouse Financial position as of Q1 2026 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,478 Brighthouse Financial shares in Q1 2026, an estimated $95.8K.
  • Atlas Capital Advisors first reported a position in Brighthouse Financial in Q1 2020 and held it in 19 quarters.
  • Atlas Capital Advisors's Brighthouse Financial position peaked at $846K in Q1 2025.
  • 467 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.