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 Q3	–	Sell	-59	Closed	-$3.74K	–	817
2026 Q2	$3.74K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Trust's BHF Position: Q3 2026 in Review

Caldwell Trust sold out of Brighthouse Financial (BHF) in Q3 2026, closing a stake of 59 shares — an estimated $3.74K sold.

Caldwell Trust first reported a position in BHF in Q4 2019 and held it in 20 quarters. The position peaked at $3.94K in Q1 2025. 238 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Caldwell Trust reported no remaining Brighthouse Financial position as of Q3 2026 after selling out during the quarter.
Caldwell Trust sold 59 Brighthouse Financial shares in Q3 2026, an estimated $3.74K.
Caldwell Trust first reported a position in Brighthouse Financial in Q4 2019 and held it in 20 quarters.
Caldwell Trust's Brighthouse Financial position peaked at $3.94K in Q1 2025.
238 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.