Capital Advisors Ltd’s Brighthouse Financial BHF Stock Holding History

Capital Advisors Ltd’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	$0	Hold	4	–	–	﹤0.01%	1371
2026 Q1	$0	Hold	4	–	–	﹤0.01%	1370
2025 Q4	$0	Hold	4	–	–	﹤0.01%	1354
2025 Q3	$0	Hold	4	–	–	﹤0.01%	1358
2025 Q2	$0	Sell	4 -1	-20%	-$56	﹤0.01%	1347
2025 Q1	$0	Buy	5 +1	+25%	+$56	﹤0.01%	1346
2024 Q4	$0	Hold	4	–	–	﹤0.01%	1376
2024 Q3	$0	Hold	4	–	–	﹤0.01%	1378
2024 Q2	$0	Hold	4	–	–	﹤0.01%	1386
2024 Q1	$0	Hold	4	–	–	﹤0.01%	1358
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1295
2023 Q3	$0	Hold	4	–	–	﹤0.01%	1289
2023 Q2	$0	Sell	4 -32	-89%	-$1.38K	﹤0.01%	1297
2023 Q1	$2K	Sell	36 -65	-64%	-$3.42K	﹤0.01%	869
2022 Q4	$5K	Buy	101 +14	+16%	+$732	﹤0.01%	644
2022 Q3	$4K	Buy	87 +83	+2,075%	+$3.78K	﹤0.01%	659
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1009
2022 Q1	$0	Hold	4	–	–	﹤0.01%	915
2021 Q4	$0	Hold	4	–	–	﹤0.01%	817
2021 Q3	$0	Hold	4	–	–	﹤0.01%	497
2021 Q2	$0	Hold	4	–	–	﹤0.01%	477
2021 Q1	$0	Hold	4	–	–	﹤0.01%	473
2020 Q4	$0	Hold	4	–	–	﹤0.01%	444
2020 Q3	$0	Hold	4	–	–	﹤0.01%	445
2020 Q2	$0	Hold	4	–	–	﹤0.01%	447
2020 Q1	$0	Hold	4	–	–	﹤0.01%	456
2019 Q4	$0	Hold	4	–	–	﹤0.01%	409
2019 Q3	$0	Buy	+4	New	+$149	﹤0.01%	405

Other funds holding BHF

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Capital Advisors Ltd's BHF Position: Q2 2026 in Review

Capital Advisors Ltd held its Brighthouse Financial (BHF) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Capital Advisors Ltd first reported a position in BHF in Q3 2019 and has held it in 28 quarters since. The position peaked at $5K in Q4 2022. 57 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Capital Advisors Ltd held 4 shares of Brighthouse Financial worth $0 as of Q2 2026.
Capital Advisors Ltd left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1371 holding.
Capital Advisors Ltd first reported a position in Brighthouse Financial in Q3 2019 and has held it in 28 quarters since.
Capital Advisors Ltd's Brighthouse Financial position peaked at $5K in Q4 2022.
57 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.