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Caption Management’s Brighthouse Financial BHF Stock Holding History

Caption Management’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
2025
Q4 		– Sell
-29,536
Closed -$1.57M – 1583
2025
Q3 		$1.57M Sell
29,536
-7,464
-20% -$364K 0.01% 935
2025
Q2 		$1.99M Buy
+37,000
New +$2.08M 0.02% 715
2021
Q2 		– Sell
-9,800
Closed -$433K – 1304
2021
Q1 		$433K Buy
9,800
+2,300
+31% +$94.5K 0.01% 838
2020
Q4 		$272K Buy
+7,500
New +$252K 0.01% 810
2020
Q2 		– Sell
-62,334
Closed -$1.51M – 940
2020
Q1 		$1.51M Buy
+62,334
New +$2.21M 0.09% 310
2019
Q2 		– Sell
-46,000
Closed -$1.67M – 659
2019
Q1 		$1.67M Buy
+46,000
New +$1.72M 0.09% 267

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Caption Management's BHF Position: Q4 2025 in Review

Caption Management sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 29,536 shares — an estimated $1.57M sold.

Caption Management first reported a position in BHF in Q1 2019 and held it in 6 quarters. The position peaked at $1.99M in Q2 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Caption Management reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 29,536 Brighthouse Financial shares in Q4 2025, an estimated $1.57M.
  • Caption Management first reported a position in Brighthouse Financial in Q1 2019 and held it in 6 quarters.
  • Caption Management's Brighthouse Financial position peaked at $1.99M in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.