Caldwell Trust Co
- SEC CIK
- 0002080218
- Latest filing
- Aug 3, 2026
BHF holding history
Brighthouse Financial, Inc. in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BHF overviewAll 13F holders of BHFFull Q2 2026 holdings
- Shares (Q2 2026)
- 59
- Value
- $3.73K
- % of portfolio
- <0.1%
- Quarters held
- 17
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | $3.73K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 59 | $3.53K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 59 | $3.82K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 59 | $3.13K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 59 | $3.17K | <0.1% | −9−13.2% | Reduced | Holders |
| Q1 2025 | 68 | $3.94K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 68 | $3.27K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 68 | $3.06K | <0.1% | +9+15.3% | Added | Holders |
| Q2 2024 | 59 | $2.56K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 59 | $3.04K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 59 | $3.12K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 59 | $2.89K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 59 | $2.79K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 59 | $2.60K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 59 | $3.02K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 59 | $2.56K | <0.1% | +59 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −26−100.0% | Sold out | Holders |
| Q1 2022 | 26 | $1.34K | <0.1% | +26 | New | Holders |