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Kestrel Investment Management’s Brighthouse Financial BHF Stock Holding History

Kestrel Investment 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 		$5.72M Hold
90,400
– – 3.12% 13
2026
Q1 		$5.41M Sell
90,400
-800
-0.9% -$49.9K 3.23% 11
2025
Q4 		$5.91M Sell
91,200
-3,300
-3% -$194K 3.35% 11
2025
Q3 		$5.02M Hold
94,500
– – 2.83% 13
2025
Q2 		$5.08M Sell
94,500
-4,300
-4% -$242K 3.04% 15
2025
Q1 		$5.73M Hold
98,800
– – 3.5% 9
2024
Q4 		$4.75M Hold
98,800
– – 2.62% 18
2024
Q3 		$4.36M Buy
98,800
+6,900
+8% +$310K 2.51% 20
2024
Q2 		$3.98M Hold
91,900
– – 2.64% 18
2024
Q1 		$4.74M Sell
91,900
-700
-0.8% -$34.8K 3.16% 14
2023
Q4 		$4.9M Sell
92,600
-20,900
-18% -$1.04M 3.32% 11
2023
Q3 		$5.55M Sell
113,500
-8,500
-7% -$422K 3.51% 10
2023
Q2 		$5.78M Sell
122,000
-6,500
-5% -$280K 3.19% 13
2023
Q1 		$5.67M Hold
128,500
– – 3.19% 15
2022
Q4 		$6.59M Sell
128,500
-8,600
-6% -$450K 3.82% 6
2022
Q3 		$5.95M Sell
137,100
-3,900
-3% -$178K 3.77% 5
2022
Q2 		$5.78M Sell
141,000
-8,000
-5% -$386K 3.32% 11
2022
Q1 		$7.7M Sell
149,000
-3,300
-2% -$176K 3.64% 8
2021
Q4 		$7.89M Sell
152,300
-2,000
-1% -$102K 3.56% 7
2021
Q3 		$6.98M Sell
154,300
-24,900
-14% -$1.12M 3.32% 9
2021
Q2 		$8.16M Sell
179,200
-100
-0.1% -$4.7K 3.2% 10
2021
Q1 		$7.93M Buy
+179,300
New +$7.37M 3.32% 8

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kestrel Investment Management's BHF Position: Q2 2026 in Review

Kestrel Investment Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 90,400 shares worth $5.72M. The position accounts for 3.12% of the portfolio, ranked #13.

Kestrel Investment Management first reported a position in BHF in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.16M in Q2 2021. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Kestrel Investment Management held 90,400 shares of Brighthouse Financial worth $5.72M as of Q2 2026.
  • Kestrel Investment Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up 3.12% of Kestrel Investment Management's portfolio in Q2 2026, its #13 holding.
  • Kestrel Investment Management first reported a position in Brighthouse Financial in Q1 2021 and has held it in 22 quarters since.
  • Kestrel Investment Management's Brighthouse Financial position peaked at $8.16M in Q2 2021.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Kestrel Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.