CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Brighthouse Financial BHF Stock Holding History

CAPTRUST Financial Advisors’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 		$309K Buy
5,160
+457
+10% +$28.5K ﹤0.01% 2363
2025
Q4 		$305K Sell
4,703
-872
-16% -$51.2K ﹤0.01% 2238
2025
Q3 		$296K Buy
+5,575
New +$272K ﹤0.01% 2177
2024
Q1 		– Sell
-3,843
Closed -$203K – 2199
2023
Q4 		$203K Buy
+3,843
New +$191K ﹤0.01% 2389
2023
Q1 		– Sell
-5,136
Closed -$263K – 2317
2022
Q4 		$263K Buy
+5,136
New +$269K ﹤0.01% 1758
2022
Q3 		– Sell
-4,090
Closed -$168K – 2281
2022
Q2 		$168K Buy
4,090
+1,019
+33% +$49.2K ﹤0.01% 1818
2022
Q1 		$159K Buy
3,071
+268
+10% +$14.3K ﹤0.01% 1889
2021
Q4 		$145K Sell
2,803
-168
-6% -$8.6K ﹤0.01% 1872
2021
Q3 		$134K Sell
2,971
-261
-8% -$11.8K ﹤0.01% 1841
2021
Q2 		$147K Sell
3,232
-1,116
-26% -$52.4K ﹤0.01% 1746
2021
Q1 		$192K Buy
4,348
+3,227
+288% +$133K ﹤0.01% 1503
2020
Q4 		$41K Buy
1,121
+834
+291% +$28K ﹤0.01% 1911
2020
Q3 		$8K Buy
287
+6
+2% +$174 ﹤0.01% 2354
2020
Q2 		$7K Buy
+281
New +$7.75K ﹤0.01% 2295
2019
Q4 		– Sell
-333
Closed -$13K – 1086
2019
Q3 		$13K Buy
333
+2
+0.6% +$74 ﹤0.01% 1414
2019
Q2 		$12K Buy
331
+133
+67% +$5.14K ﹤0.01% 1439
2019
Q1 		$7K Sell
198
-229
-54% -$8.58K ﹤0.01% 1458
2018
Q4 		$13K Buy
427
+421
+7,017% +$16.4K ﹤0.01% 1150
2018
Q3 		$0 Hold
6
– – ﹤0.01% 1567
2018
Q2 		$0 Buy
+6
New +$289 ﹤0.01% 1509
2018
Q1 		– Sell
-236
Closed -$14K – 1327
2017
Q4 		$14K Buy
+236
New +$14K ﹤0.01% 897

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

CAPTRUST Financial Advisors's BHF Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Brighthouse Financial (BHF) stake by 9.7% in Q1 2026, buying an estimated $28.5K and bringing the position to 5,160 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

CAPTRUST Financial Advisors first reported a position in BHF in Q4 2017 and has held it in 21 quarters since. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • CAPTRUST Financial Advisors held 5,160 shares of Brighthouse Financial worth $309K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 457 Brighthouse Financial shares in Q1 2026, an estimated $28.5K.
  • Brighthouse Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2363 holding.
  • CAPTRUST Financial Advisors first reported a position in Brighthouse Financial in Q4 2017 and has held it in 21 quarters since.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.