Evergreen Capital Management’s Brighthouse Financial BHF Stock Holding History

Evergreen 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 Q1	$479K	Sell	7,998 -6,636	-45%	-$414K	0.01%	819
2025 Q4	$948K	Buy	+14,634	New	+$860K	0.02%	488
2025 Q2	–	Sell	-3,547	Closed	-$206K	–	1148
2025 Q1	$206K	Buy	+3,547	New	+$198K	0.01%	993
2020 Q1	–	Sell	-23,390	Closed	-$918K	–	390
2019 Q4	$918K	Buy	23,390 +5,947	+34%	+$234K	0.08%	179
2019 Q3	$706K	Buy	+17,443	New	+$650K	0.07%	183

Other funds holding BHF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Evergreen Capital Management's BHF Position: Q1 2026 in Review

Evergreen Capital Management reduced its Brighthouse Financial (BHF) stake by 45% in Q1 2026, selling an estimated $414K and leaving 7,998 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #819.

Evergreen Capital Management first reported a position in BHF in Q3 2019 and has held it in 5 quarters since. The position peaked at $948K in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

Evergreen Capital Management held 7,998 shares of Brighthouse Financial worth $479K as of Q1 2026.
Evergreen Capital Management sold 6,636 Brighthouse Financial shares in Q1 2026, an estimated $414K.
Brighthouse Financial made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #819 holding.
Evergreen Capital Management first reported a position in Brighthouse Financial in Q3 2019 and has held it in 5 quarters since.
Evergreen Capital Management's Brighthouse Financial position peaked at $948K in Q4 2025.
465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.