Carson Wealth (CWM LLC)’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
23,614
-1,407
| -6% | -$87.8K | ﹤0.01% | 1361 |
|
|
2025
Q4 | $1.62M | Sell |
25,021
-9,835
| -28% | -$578K | ﹤0.01% | 1245 |
|
|
2025
Q3 | $1.85M | Buy |
34,856
+29,217
| +518% | +$1.43M | 0.01% | 1121 |
|
|
2025
Q2 | $303K | Sell |
5,639
-205
| -4% | -$11.5K | ﹤0.01% | 1860 |
|
|
2025
Q1 | $339K | Sell |
5,844
-2,702
| -32% | -$151K | ﹤0.01% | 1610 |
|
|
2024
Q4 | $411K | Buy |
8,546
+7,055
| +473% | +$345K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $67K | Buy |
1,491
+339
| +29% | +$15.2K | ﹤0.01% | 2464 |
|
|
2024
Q2 | $50K | Buy |
1,152
+207
| +22% | +$9.55K | ﹤0.01% | 2472 |
|
|
2024
Q1 | $49K | Buy |
945
+191
| +25% | +$9.48K | ﹤0.01% | 2305 |
|
|
2023
Q4 | $40K | Sell |
754
-128
| -15% | -$6.36K | ﹤0.01% | 2314 |
|
|
2023
Q3 | $43K | Buy |
882
+31
| +4% | +$1.54K | ﹤0.01% | 2155 |
|
|
2023
Q2 | $40K | Buy |
851
+356
| +72% | +$15.3K | ﹤0.01% | 2130 |
|
|
2023
Q1 | $22K | Buy |
495
+125
| +34% | +$6.57K | ﹤0.01% | 2423 |
|
|
2022
Q4 | $19K | Buy |
370
+86
| +30% | +$4.5K | ﹤0.01% | 2396 |
|
|
2022
Q3 | $12K | Buy |
284
+43
| +18% | +$1.96K | ﹤0.01% | 2551 |
|
|
2022
Q2 | $10K | Sell |
241
-24
| -9% | -$1.16K | ﹤0.01% | 2566 |
|
|
2022
Q1 | $14K | Buy |
265
+145
| +121% | +$7.74K | ﹤0.01% | 2285 |
|
|
2021
Q4 | $6K | Buy |
+120
| New | +$6.14K | ﹤0.01% | 2608 |
|
|
2021
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 2340 |
|
|
2021
Q1 | $5K | Hold |
111
| – | – | ﹤0.01% | 2340 |
|
|
2020
Q4 | $5K | Hold |
111
| – | – | ﹤0.01% | 2340 |
|
|
2020
Q3 | $5K | Hold |
111
| – | – | ﹤0.01% | 2340 |
|
|
2020
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 2339 |
|
|
2020
Q1 | $5K | Hold |
111
| – | – | ﹤0.01% | 2339 |
|
|
2019
Q4 | $5K | Hold |
111
| – | – | ﹤0.01% | 2339 |
|
|
2019
Q3 | $5K | Hold |
111
| – | – | ﹤0.01% | 2339 |
|
|
2019
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 2339 |
|
|
2019
Q1 | $5K | Buy |
111
+85
| +327% | +$3.18K | ﹤0.01% | 2338 |
|
|
2018
Q4 | $1K | Buy |
26
+17
| +189% | +$663 | ﹤0.01% | 1842 |
|
|
2018
Q3 | $0 | Sell |
9
-39
| -81% | -$1.64K | ﹤0.01% | 1841 |
|
|
2018
Q2 | $2K | Buy |
48
+38
| +380% | +$1.83K | ﹤0.01% | 1352 |
|
|
2018
Q1 | $1K | Sell |
10
-8
| -44% | -$462 | ﹤0.01% | 1250 |
|
|
2017
Q4 | $1K | Sell |
18
-9
| -33% | -$532 | ﹤0.01% | 1333 |
|
|
2017
Q3 | $2K | Buy |
+27
| New | +$1.54K | ﹤0.01% | 1266 |
|
Other funds holding BHF
DCM
VCM
VPM
GCL
Carson Wealth (CWM LLC)'s BHF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Brighthouse Financial (BHF) stake by 5.6% in Q1 2026, selling an estimated $87.8K and leaving 23,614 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.
Carson Wealth (CWM LLC) first reported a position in BHF in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.85M in Q3 2025. 467 funds tracked by Wall St. Rank hold BHF as of Q1 2026.
- Carson Wealth (CWM LLC) held 23,614 shares of Brighthouse Financial worth $1.41M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,407 Brighthouse Financial shares in Q1 2026, an estimated $87.8K.
- Brighthouse Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1361 holding.
- Carson Wealth (CWM LLC) first reported a position in Brighthouse Financial in Q3 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Brighthouse Financial position peaked at $1.85M in Q3 2025.
- 467 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.