Caldwell Trust’s Brighthouse Financial BHF Stock Holding History

Caldwell Trust’s Portfolio BHF Stock Details BHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73K	Hold	59	–	–	﹤0.01%	740
2026 Q1	$3.53K	Hold	59	–	–	﹤0.01%	729
2025 Q4	$3.82K	Hold	59	–	–	﹤0.01%	703
2025 Q3	$3.13K	Hold	59	–	–	﹤0.01%	707
2025 Q2	$3.17K	Sell	59 -9	-13%	-$506	﹤0.01%	708
2025 Q1	$3.94K	Hold	68	–	–	﹤0.01%	701
2024 Q4	$3.27K	Hold	68	–	–	﹤0.01%	673
2024 Q3	$3.06K	Buy	68 +9	+15%	+$404	﹤0.01%	667
2024 Q2	$2.56K	Hold	59	–	–	﹤0.01%	670
2024 Q1	$3.04K	Hold	59	–	–	﹤0.01%	682
2023 Q4	$3.12K	Hold	59	–	–	﹤0.01%	673
2023 Q3	$2.89K	Hold	59	–	–	﹤0.01%	677
2023 Q2	$2.79K	Hold	59	–	–	﹤0.01%	710
2023 Q1	$2.6K	Hold	59	–	–	﹤0.01%	700
2022 Q4	$3.02K	Hold	59	–	–	﹤0.01%	686
2022 Q3	$2.56K	Buy	+59	New	+$2.69K	﹤0.01%	689
2022 Q2	–	Sell	-26	Closed	-$1.34K	–	742
2022 Q1	$1.34K	Buy	+26	New	+$1.39K	﹤0.01%	731
2020 Q3	–	Sell	-5	Closed	-$139	–	726
2020 Q2	$139	Sell	5 -9	-64%	-$248	﹤0.01%	754
2020 Q1	$338	Sell	14 -24	-63%	-$849	﹤0.01%	786
2019 Q4	$1.49K	Buy	+38	New	+$1.5K	﹤0.01%	788

Other funds holding BHF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Caldwell Trust's BHF Position: Q2 2026 in Review

Caldwell Trust held its Brighthouse Financial (BHF) position steady in Q2 2026 at 59 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Caldwell Trust first reported a position in BHF in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.94K in Q1 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Caldwell Trust held 59 shares of Brighthouse Financial worth $3.73K as of Q2 2026.
Caldwell Trust left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #740 holding.
Caldwell Trust first reported a position in Brighthouse Financial in Q4 2019 and has held it in 20 quarters since.
Caldwell Trust's Brighthouse Financial position peaked at $3.94K in Q1 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.