Cape Investment Advisory’s Brighthouse Financial BHF Stock Holding History

Cape Investment Advisory’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	$1.2K	Buy	+19	New	+$1.18K	﹤0.01%	1308
2026 Q1	–	Sell	-19	Closed	-$917	–	317
2025 Q4	$917	Buy	+19	New	+$1.12K	﹤0.01%	1200
2025 Q3	–	Sell	-19	Closed	-$1.02K	–	889
2025 Q2	$1.02K	Hold	19	–	–	﹤0.01%	1035
2025 Q1	$1.1K	Hold	19	–	–	﹤0.01%	957
2024 Q4	$913	Sell	19 -8	-30%	-$391	﹤0.01%	974
2024 Q3	$1.22K	Hold	27	–	–	﹤0.01%	864
2024 Q2	$1.17K	Hold	27	–	–	﹤0.01%	827
2024 Q1	$1.39K	Hold	27	–	–	﹤0.01%	811
2023 Q4	$1.43K	Hold	27	–	–	﹤0.01%	974
2023 Q3	$1.32K	Hold	27	–	–	﹤0.01%	823
2023 Q2	$1.28K	Hold	27	–	–	﹤0.01%	813
2023 Q1	$1.19K	Buy	+27	New	+$1.42K	﹤0.01%	864

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's BHF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Brighthouse Financial (BHF) in Q2 2026: 19 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BHF as recently as Q4 2025.

Cape Investment Advisory first reported a position in BHF in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.43K in Q4 2023. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Cape Investment Advisory held 19 shares of Brighthouse Financial worth $1.2K as of Q2 2026.
Brighthouse Financial was a new Cape Investment Advisory position in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1308 holding.
Cape Investment Advisory first reported a position in Brighthouse Financial in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Brighthouse Financial position peaked at $1.43K in Q4 2023.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.