Summit Trail Advisors’s Brighthouse Financial BHF Stock Holding History

Summit Trail Advisors’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	$1.87M	Buy	31,265 +9,071	+41%	+$566K	0.03%	574
2025 Q4	$1.44M	Buy	22,194 +5,553	+33%	+$326K	0.02%	610
2025 Q3	$883K	Buy	+16,641	New	+$812K	0.01%	903
2024 Q4	–	Sell	-8,287	Closed	-$373K	–	446
2024 Q3	$373K	Buy	+8,287	New	+$372K	0.01%	483
2023 Q4	–	Sell	-15,327	Closed	-$750K	–	563
2023 Q3	$750K	Buy	15,327 +33	+0.2%	+$1.64K	0.03%	205
2023 Q2	$724K	Sell	15,294 -23	-0.2%	-$991	0.03%	204
2023 Q1	$676K	Buy	+15,317	New	+$805K	0.03%	179
2021 Q4	–	Sell	-14,212	Closed	-$643K	–	300
2021 Q3	$643K	Buy	14,212 +212	+2%	+$9.56K	0.05%	144
2021 Q2	$638K	Hold	14,000	–	–	0.06%	121
2021 Q1	$620K	Hold	14,000	–	–	0.07%	106
2020 Q4	$507K	Hold	14,000	–	–	0.06%	110
2020 Q3	$471K	Hold	14,000	–	–	0.09%	109
2020 Q2	$389K	Sell	14,000 -98	-0.7%	-$2.7K	0.07%	109
2020 Q1	$341K	Buy	14,098 +98	+0.7%	+$3.47K	0.09%	86
2019 Q4	$549K	Hold	14,000	–	–	0.32%	38
2019 Q3	$567K	Hold	14,000	–	–	0.2%	43
2019 Q2	$514K	Hold	14,000	–	–	0.22%	38
2019 Q1	$508K	Hold	14,000	–	–	0.22%	44
2018 Q4	$427K	Sell	14,000 -7,866	-36%	-$307K	0.15%	64
2018 Q3	$967K	Buy	21,866 +87	+0.4%	+$3.66K	0.21%	60
2018 Q2	$873K	Buy	+21,779	New	+$1.05M	0.31%	46
2018 Q1	–	Sell	-1,782	Closed	-$111K	–	565
2017 Q4	$111K	Buy	+1,782	New	+$105K	0.01%	593

Other funds holding BHF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Trail Advisors's BHF Position: Q1 2026 in Review

Summit Trail Advisors increased its Brighthouse Financial (BHF) stake by 41% in Q1 2026, buying an estimated $566K and bringing the position to 31,265 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #574.

Summit Trail Advisors first reported a position in BHF in Q4 2017 and has held it in 22 quarters since. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

Summit Trail Advisors held 31,265 shares of Brighthouse Financial worth $1.87M as of Q1 2026.
Summit Trail Advisors bought 9,071 Brighthouse Financial shares in Q1 2026, an estimated $566K.
Brighthouse Financial made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #574 holding.
Summit Trail Advisors first reported a position in Brighthouse Financial in Q4 2017 and has held it in 22 quarters since.
465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.