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Carlson Capital’s Brighthouse Financial BHF Stock Holding History

Carlson Capital’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 		$1.32M Buy
22,000
+6,500
+42% +$406K 0.41% 44
2025
Q4 		$1M Buy
15,500
+500
+3% +$29.4K 0.36% 26
2025
Q3 		$796K Buy
+15,000
New +$732K 0.29% 33
2018
Q1 		– Sell
-212,194
Closed -$12.4M – 242
2017
Q4 		$12.4M Buy
+212,194
New +$12.6M 0.21% 143

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

Carlson Capital's BHF Position: Q1 2026 in Review

Carlson Capital increased its Brighthouse Financial (BHF) stake by 42% in Q1 2026, buying an estimated $406K and bringing the position to 22,000 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #44.

Carlson Capital first reported a position in BHF in Q4 2017 and has held it in 4 quarters since. The position peaked at $12.4M in Q4 2017. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Carlson Capital held 22,000 shares of Brighthouse Financial worth $1.32M as of Q1 2026.
  • Carlson Capital bought 6,500 Brighthouse Financial shares in Q1 2026, an estimated $406K.
  • Brighthouse Financial made up 0.41% of Carlson Capital's portfolio in Q1 2026, its #44 holding.
  • Carlson Capital first reported a position in Brighthouse Financial in Q4 2017 and has held it in 4 quarters since.
  • Carlson Capital's Brighthouse Financial position peaked at $12.4M in Q4 2017.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.