Position in BHF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,734
+$202 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 468 holders
Holding Since
Mar 2020
19 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, 2026Caldwell Trust Co holds $2,118,073 across 5 Insurance - Life names. BHF ranks #5 (0.2% of the industry book) .
All Filings in BHF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,734 | 59 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,532 | 59 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,822 | 59 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,131 | 59 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,172 | 59 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,943 | 68 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $3,266 | 68 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $3,062 | 68 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,557 | 59 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $3,040 | 59 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $3,122 | 59 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $2,887 | 59 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $2,793 | 59 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,602 | 59 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $3,024 | 59 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $2,561 | 59 | Shares | Sole | 2025-10-01 | |
| 2022-03-31 | $1,343 | 26 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $139 | 5 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $338 | 14 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||