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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
Q2 		$1.58M Buy
25,000
+3,000
+14% +$187K 0.32% 49
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 $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

Carlson Capital's BHF Position: Q2 2026 in Review

Carlson Capital increased its Brighthouse Financial (BHF) stake by 14% in Q2 2026, buying an estimated $187K and bringing the position to 25,000 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #49.

Carlson Capital first reported a position in BHF in Q4 2017 and has held it in 5 quarters since. The position peaked at $12.4M in Q4 2017. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Carlson Capital held 25,000 shares of Brighthouse Financial worth $1.58M as of Q2 2026.
  • Carlson Capital bought 3,000 Brighthouse Financial shares in Q2 2026, an estimated $187K.
  • Brighthouse Financial made up 0.32% of Carlson Capital's portfolio in Q2 2026, its #49 holding.
  • Carlson Capital first reported a position in Brighthouse Financial in Q4 2017 and has held it in 5 quarters since.
  • Carlson Capital's Brighthouse Financial position peaked at $12.4M in Q4 2017.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.