Colonial Trust’s Brighthouse Financial BHF Stock Holding History

Colonial Trust’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	$6.25K	Buy	99 +81	+450%	+$5.04K	﹤0.01%	824
2026 Q1	$1.08K	Hold	18	–	–	﹤0.01%	1061
2025 Q4	$1.17K	Hold	18	–	–	﹤0.01%	1026
2025 Q3	$955	Hold	18	–	–	﹤0.01%	1032
2025 Q2	$968	Sell	18 -3	-14%	-$169	﹤0.01%	1026
2025 Q1	$1.22K	Sell	21 -399	-95%	-$22.3K	﹤0.01%	1004
2024 Q4	$20.2K	Buy	420 +399	+1,900%	+$19.5K	﹤0.01%	800
2024 Q3	$946	Hold	21	–	–	﹤0.01%	1037
2024 Q2	$910	Buy	21 +3	+17%	+$138	﹤0.01%	967
2024 Q1	$881	Hold	18	–	–	﹤0.01%	968
2023 Q4	$881	Hold	18	–	–	﹤0.01%	939
2023 Q3	$725	Hold	18	–	–	﹤0.01%	934
2023 Q2	$725	Hold	18	–	–	﹤0.01%	924
2023 Q1	$774	Sell	18 -400	-96%	-$21K	﹤0.01%	881
2022 Q4	$21.4K	Buy	+418	New	+$21.9K	0.01%	557

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's BHF Position: Q2 2026 in Review

Colonial Trust increased its Brighthouse Financial (BHF) stake by 450% in Q2 2026, buying an estimated $5.04K and bringing the position to 99 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Colonial Trust first reported a position in BHF in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.4K in Q4 2022. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Colonial Trust held 99 shares of Brighthouse Financial worth $6.25K as of Q2 2026.
Colonial Trust bought 81 Brighthouse Financial shares in Q2 2026, an estimated $5.04K.
Brighthouse Financial made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #824 holding.
Colonial Trust first reported a position in Brighthouse Financial in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's Brighthouse Financial position peaked at $21.4K in Q4 2022.
472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

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