BDF
BBHL

Black Diamond Financial’s BBH Select Large Cap ETF BBHL Stock Holding History

Black Diamond Financial’s Portfolio BBHL Stock Details BBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Hold
67,548
– – 0.11% 78
2025
Q4 		$1.09M Buy
+67,548
New +$1.08M 0.11% 75

Other funds holding BBHL

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Black Diamond Financial's BBHL Position: Q1 2026 in Review

Black Diamond Financial held its BBH Select Large Cap ETF (BBHL) position steady in Q1 2026 at 67,548 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #78.

Black Diamond Financial first reported a position in BBHL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.09M in Q4 2025. 26 funds tracked by Wall St. Rank hold BBHL as of Q1 2026.

  • Black Diamond Financial held 67,548 shares of BBH Select Large Cap ETF worth $1.01M as of Q1 2026.
  • Black Diamond Financial left its BBH Select Large Cap ETF share count unchanged in Q1 2026.
  • BBH Select Large Cap ETF made up 0.11% of Black Diamond Financial's portfolio in Q1 2026, its #78 holding.
  • Black Diamond Financial first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Black Diamond Financial's BBH Select Large Cap ETF position peaked at $1.09M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.