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PenderFund Capital Management’s Brighthouse Financial BHF Stock Holding History

PenderFund 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 		$186K Buy
3,100
+200
+7% +$12.5K 0.03% 146
2025
Q4 		$188K Buy
+2,900
New +$170K 0.03% 126

Other funds holding BHF

BlackRock
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

PenderFund Capital Management increased its Brighthouse Financial (BHF) stake by 6.9% in Q1 2026, buying an estimated $12.5K and bringing the position to 3,100 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #146.

PenderFund Capital Management first reported a position in BHF in Q4 2025 and has held it in 2 quarters since. The position peaked at $188K in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • PenderFund Capital Management held 3,100 shares of Brighthouse Financial worth $186K as of Q1 2026.
  • PenderFund Capital Management bought 200 Brighthouse Financial shares in Q1 2026, an estimated $12.5K.
  • Brighthouse Financial made up 0.03% of PenderFund Capital Management's portfolio in Q1 2026, its #146 holding.
  • PenderFund Capital Management first reported a position in Brighthouse Financial in Q4 2025 and has held it in 2 quarters since.
  • PenderFund Capital Management's Brighthouse Financial position peaked at $188K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on PenderFund Capital Management's 13F filing for Q1 2026, filed 15 May 2026.