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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
Q2 		$291K Buy
4,600
+1,500
+48% +$93.3K 0.04% 134
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
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

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

PenderFund Capital Management increased its Brighthouse Financial (BHF) stake by 48% in Q2 2026, buying an estimated $93.3K and bringing the position to 4,600 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #134.

PenderFund Capital Management first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • PenderFund Capital Management held 4,600 shares of Brighthouse Financial worth $291K as of Q2 2026.
  • PenderFund Capital Management bought 1,500 Brighthouse Financial shares in Q2 2026, an estimated $93.3K.
  • Brighthouse Financial made up 0.04% of PenderFund Capital Management's portfolio in Q2 2026, its #134 holding.
  • PenderFund Capital Management first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on PenderFund Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.