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
Q2 		– Sell
-5,160
Closed -$309K – 3292
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 $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CAPTRUST Financial Advisors's BHF Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 5,160 shares — an estimated $309K sold.

CAPTRUST Financial Advisors first reported a position in BHF in Q4 2017 and held it in 21 quarters. The position peaked at $309K in Q1 2026. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,160 Brighthouse Financial shares in Q2 2026, an estimated $309K.
  • CAPTRUST Financial Advisors first reported a position in Brighthouse Financial in Q4 2017 and held it in 21 quarters.
  • CAPTRUST Financial Advisors's Brighthouse Financial position peaked at $309K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.