Oakworth Capital’s Brighthouse Financial BHF Stock Holding History

Oakworth Capital’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	$1.71K	Hold	27	–	–	﹤0.01%	869
2026 Q1	$1.62K	Hold	27	–	–	﹤0.01%	801
2025 Q4	$1.75K	Hold	27	–	–	﹤0.01%	805
2025 Q3	$1.43K	Hold	27	–	–	﹤0.01%	766
2025 Q2	$1.45K	Hold	27	–	–	﹤0.01%	582
2025 Q1	$1.57K	Hold	27	–	–	﹤0.01%	637
2024 Q4	$1.3K	Sell	27 -43	-61%	-$2.1K	﹤0.01%	594
2024 Q3	$3.15K	Hold	70	–	–	﹤0.01%	593
2024 Q2	$3.03K	Hold	70	–	–	﹤0.01%	627
2024 Q1	$3.61K	Hold	70	–	–	﹤0.01%	577
2023 Q4	$3.71K	Buy	70 +43	+159%	+$2.13K	﹤0.01%	574
2023 Q3	$1.32K	Hold	27	–	–	﹤0.01%	561
2023 Q2	$1.28K	Hold	27	–	–	﹤0.01%	599
2023 Q1	$1.19K	Hold	27	–	–	﹤0.01%	558
2022 Q4	$1.38K	Hold	27	–	–	﹤0.01%	538
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	540
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	533
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	530
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	574
2021 Q3	$1K	Sell	27 -11	-29%	-$496	﹤0.01%	558
2021 Q2	$2K	Hold	38	–	–	﹤0.01%	556
2021 Q1	$2K	Hold	38	–	–	﹤0.01%	537
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	558
2020 Q3	$1K	Sell	38 -2	-5%	-$58	﹤0.01%	553
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	540
2020 Q1	$0	Hold	40	–	–	﹤0.01%	523
2019 Q4	$2K	Sell	40 -14	-26%	-$551	﹤0.01%	516
2019 Q3	$2K	Sell	54 -14	-21%	-$521	﹤0.01%	527
2019 Q2	$2K	Buy	68 +28	+70%	+$1.08K	﹤0.01%	571
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	564
2018 Q4	$1K	Sell	40 -11	-22%	-$429	﹤0.01%	555
2018 Q3	$2K	Hold	51	–	–	﹤0.01%	556
2018 Q2	$2K	Hold	51	–	–	﹤0.01%	580
2018 Q1	$3K	Sell	51 -16	-24%	-$924	﹤0.01%	537
2017 Q4	$4K	Buy	+67	New	+$3.96K	﹤0.01%	525

Other funds holding BHF

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Oakworth Capital's BHF Position: Q2 2026 in Review

Oakworth Capital held its Brighthouse Financial (BHF) position steady in Q2 2026 at 27 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Oakworth Capital first reported a position in BHF in Q4 2017 and has held it in 35 quarters since. The position peaked at $4K in Q4 2017. 115 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Oakworth Capital held 27 shares of Brighthouse Financial worth $1.71K as of Q2 2026.
Oakworth Capital left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #869 holding.
Oakworth Capital first reported a position in Brighthouse Financial in Q4 2017 and has held it in 35 quarters since.
Oakworth Capital's Brighthouse Financial position peaked at $4K in Q4 2017.
115 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.