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Cape Investment Advisory, Inc. → BHFAO

Cape Investment Advisory, Inc. BHFAO Position History

Brighthouse Financial, Inc.

Quarters held
3
Latest value
$948
Q3 2026
Peak value
$1K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$917
Q2 2026$1K
Q3 2026$948

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$94819——
Q2 2026$1K19——
Q4 2025$91719——

Other funds holding BHFAO

Other Cape Investment Advisory, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$47.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$40.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.6M