CTA
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Colonial Trust Advisors’s Brighthouse Financial BHF Stock Holding History

Colonial Trust 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
Q1 		$539 Hold
9
– – ﹤0.01% 696
2025
Q4 		$583 Sell
9
-54
-86% -$3.17K ﹤0.01% 668
2025
Q3 		$3.34K Hold
63
– – ﹤0.01% 603
2025
Q2 		$3.39K Hold
63
– – ﹤0.01% 615
2025
Q1 		$3.65K Buy
63
+54
+600% +$3.02K ﹤0.01% 590
2024
Q4 		$432 Sell
9
-92
-91% -$4.5K ﹤0.01% 655
2024
Q3 		$4.55K Hold
101
– – ﹤0.01% 631
2024
Q2 		$4.38K Buy
+101
New +$4.66K ﹤0.01% 623
2023
Q4 		– Sell
-21
Closed -$1.03K – 914
2023
Q3 		$1.03K Hold
21
– – ﹤0.01% 771
2023
Q2 		$994 Hold
21
– – ﹤0.01% 795
2023
Q1 		$926 Buy
+21
New +$1.1K ﹤0.01% 797

Other funds holding BHF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $134B AUM 35.51% 1-Year Est. Return