Action Point Financial Planning’s VanEck Biotech ETF BBH Stock Holding History

Action Point Financial Planning’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203	Buy	+1	New	+$188	﹤0.01%	2697

Other funds holding BBH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's BBH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VanEck Biotech ETF (BBH) in Q2 2026: 1 share worth $203. The stake represents ﹤0.01% of the portfolio and ranks #2697 among its holdings.

110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

Action Point Financial Planning held 1 share of VanEck Biotech ETF worth $203 as of Q2 2026.
VanEck Biotech ETF was a new Action Point Financial Planning position in Q2 2026.
VanEck Biotech ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2697 holding.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.