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 Q2	$541K	Buy	8,543 +545	+7%	+$33.9K	0.01%	857
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 $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

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

Evergreen Capital Management increased its Brighthouse Financial (BHF) stake by 6.8% in Q2 2026, buying an estimated $33.9K and bringing the position to 8,543 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #857.

Evergreen Capital Management first reported a position in BHF in Q3 2019 and has held it in 6 quarters since. The position peaked at $948K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Evergreen Capital Management held 8,543 shares of Brighthouse Financial worth $541K as of Q2 2026.
Evergreen Capital Management bought 545 Brighthouse Financial shares in Q2 2026, an estimated $33.9K.
Brighthouse Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #857 holding.
Evergreen Capital Management first reported a position in Brighthouse Financial in Q3 2019 and has held it in 6 quarters since.
Evergreen Capital Management's Brighthouse Financial position peaked at $948K in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.