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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
2026
Q1 		$17.1M Buy
+285,700
New +$17.8M 0.1% 220
2025
Q4 		– Sell
-29,600
Closed -$1.57M – 1584
2025
Q3 		$1.57M Sell
29,600
-100,400
-77% -$4.9M 0.01% 934
2025
Q2 		$6.99M Buy
+130,000
New +$7.31M 0.08% 310
2021
Q1 		– Sell
-108,500
Closed -$3.93M – 1061
2020
Q4 		$3.93M Buy
+108,500
New +$3.64M 0.09% 277
2020
Q2 		– Sell
-60,700
Closed -$1.47M – 941
2020
Q1 		$1.47M Buy
+60,700
New +$2.15M 0.08% 323

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.