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Water Island Capital’s Brighthouse Financial BHF Stock Holding History

Water Island 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 		$1.79M Sell
28,329
-5,161
-15% -$321K 0.17% 54
2026
Q1 		$2.01M Buy
33,490
+4,649
+16% +$290K 0.22% 54
2025
Q4 		$1.87M Buy
+28,841
New +$1.69M 0.2% 69

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

Water Island Capital's BHF Position: Q2 2026 in Review

Water Island Capital reduced its Brighthouse Financial (BHF) stake by 15% in Q2 2026, selling an estimated $321K and leaving 28,329 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #54.

Water Island Capital first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q1 2026. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Water Island Capital held 28,329 shares of Brighthouse Financial worth $1.79M as of Q2 2026.
  • Water Island Capital sold 5,161 Brighthouse Financial shares in Q2 2026, an estimated $321K.
  • Brighthouse Financial made up 0.17% of Water Island Capital's portfolio in Q2 2026, its #54 holding.
  • Water Island Capital first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • Water Island Capital's Brighthouse Financial position peaked at $2.01M in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Water Island Capital's 13F filing for Q2 2026, filed 14 Aug 2026.