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Coldstream Capital Management’s Brighthouse Financial BHF Stock Holding History

Coldstream Capital Management’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 		$282K Sell
4,462
-10
-0.2% -$622 ﹤0.01% 990
2026
Q1 		$268K Sell
4,472
-2
-0% -$125 ﹤0.01% 989
2025
Q4 		$290K Sell
4,474
-23
-0.5% -$1.35K ﹤0.01% 917
2025
Q3 		$239K Sell
4,497
-29
-0.6% -$1.42K ﹤0.01% 1054
2025
Q2 		$243K Sell
4,526
-106
-2% -$5.96K ﹤0.01% 978
2025
Q1 		$269K Buy
4,632
+3
+0.1% +$168 0.01% 863
2024
Q4 		$222K Sell
4,629
-40
-0.9% -$1.95K ﹤0.01% 965
2024
Q3 		$211K Sell
4,669
-18
-0.4% -$809 ﹤0.01% 1011
2024
Q2 		$203K Buy
4,687
+221
+5% +$10.2K ﹤0.01% 942
2024
Q1 		$230K Sell
4,466
-28
-0.6% -$1.39K 0.01% 886
2023
Q4 		$238K Sell
4,494
-191
-4% -$9.48K 0.01% 812
2023
Q3 		$229K Buy
4,685
+8
+0.2% +$397 0.01% 704
2023
Q2 		$221K Sell
4,677
-671
-13% -$28.9K 0.01% 750
2023
Q1 		$236K Sell
5,348
-39
-0.7% -$2.05K 0.01% 719
2022
Q4 		$276K Buy
+5,387
New +$282K 0.01% 638
2022
Q2 		$210K Sell
5,123
-36
-0.7% -$1.74K 0.01% 714
2022
Q1 		$267K Sell
5,159
-54
-1% -$2.88K 0.01% 620
2021
Q4 		$270K Buy
+5,213
New +$267K 0.01% 665

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's BHF Position: Q2 2026 in Review

Coldstream Capital Management reduced its Brighthouse Financial (BHF) stake by 0.22% in Q2 2026, selling an estimated $622 and leaving 4,462 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Coldstream Capital Management first reported a position in BHF in Q4 2021 and has held it in 18 quarters since. The position peaked at $290K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Coldstream Capital Management held 4,462 shares of Brighthouse Financial worth $282K as of Q2 2026.
  • Coldstream Capital Management sold 10 Brighthouse Financial shares in Q2 2026, an estimated $622.
  • Brighthouse Financial made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #990 holding.
  • Coldstream Capital Management first reported a position in Brighthouse Financial in Q4 2021 and has held it in 18 quarters since.
  • Coldstream Capital Management's Brighthouse Financial position peaked at $290K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.