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Westchester Capital Management (New York)’s Brighthouse Financial BHF Stock Holding History

Westchester Capital Management (New York)’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 		$3.11M Hold
49,090
– – 0.15% 124
2026
Q1 		$2.94M Buy
49,090
+14,650
+43% +$915K 0.13% 131
2025
Q4 		$2.23M Buy
+34,440
New +$2.02M 0.09% 143

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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
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Vanguard Portfolio Management
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State Street
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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

Westchester Capital Management (New York)'s BHF Position: Q2 2026 in Review

Westchester Capital Management (New York) held its Brighthouse Financial (BHF) position steady in Q2 2026 at 49,090 shares worth $3.11M. The position accounts for 0.15% of the portfolio, ranked #124.

Westchester Capital Management (New York) first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Westchester Capital Management (New York) held 49,090 shares of Brighthouse Financial worth $3.11M as of Q2 2026.
  • Westchester Capital Management (New York) left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up 0.15% of Westchester Capital Management (New York)'s portfolio in Q2 2026, its #124 holding.
  • Westchester Capital Management (New York) first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.