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 Q2	$570	Hold	9	–	–	﹤0.01%	770
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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Colonial Trust Advisors's BHF Position: Q2 2026 in Review

Colonial Trust Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 9 shares worth $570. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Colonial Trust Advisors first reported a position in BHF in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.55K in Q3 2024. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Colonial Trust Advisors held 9 shares of Brighthouse Financial worth $570 as of Q2 2026.
Colonial Trust Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #770 holding.
Colonial Trust Advisors first reported a position in Brighthouse Financial in Q1 2023 and has held it in 12 quarters since.
Colonial Trust Advisors's Brighthouse Financial position peaked at $4.55K in Q3 2024.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.