Position in BHF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$569
+$31 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#404
of 468 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $462,735 across 6 Insurance - Life names. BHF ranks #6 (0.1% of the industry book) .
All Filings in BHF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569 | 9 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $538 | 9 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $583 | 9 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,344 | 63 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,387 | 63 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,653 | 63 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $432 | 9 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,548 | 101 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,377 | 101 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $1,027 | 21 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $994 | 21 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $926 | 21 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||