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Oak Thistle LLC’s Brighthouse Financial BHF Stock Holding History

Oak Thistle LLC’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 		– Sell
-41,012
Closed -$2.46M – 487
2026
Q1 		$2.46M Buy
+41,012
New +$2.56M 0.24% 166
2025
Q4 		– Sell
-43,550
Closed -$2.31M – 505
2025
Q3 		$2.31M Buy
+43,550
New +$2.13M 0.35% 76
2024
Q3 		– Sell
-7,551
Closed -$327K – 413
2024
Q2 		$327K Buy
+7,551
New +$348K 0.24% 178
2022
Q1 		– Sell
-5,739
Closed -$298K – 386
2021
Q4 		$298K Buy
+5,739
New +$294K 0.23% 201

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

Oak Thistle LLC's BHF Position: Q2 2026 in Review

Oak Thistle LLC sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 41,012 shares — an estimated $2.46M sold.

Oak Thistle LLC first reported a position in BHF in Q4 2021 and held it in 4 quarters. The position peaked at $2.46M in Q1 2026. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Oak Thistle LLC reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 41,012 Brighthouse Financial shares in Q2 2026, an estimated $2.46M.
  • Oak Thistle LLC first reported a position in Brighthouse Financial in Q4 2021 and held it in 4 quarters.
  • Oak Thistle LLC's Brighthouse Financial position peaked at $2.46M in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.