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
Q2 		$1.18M Hold
67,548
– – 0.1% 77
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 $22.8B AUM 25.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Black Diamond Financial's BBHL Position: Q2 2026 in Review

Black Diamond Financial held its BBH Select Large Cap ETF (BBHL) position steady in Q2 2026 at 67,548 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #77.

Black Diamond Financial first reported a position in BBHL in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

  • Black Diamond Financial held 67,548 shares of BBH Select Large Cap ETF worth $1.18M as of Q2 2026.
  • Black Diamond Financial left its BBH Select Large Cap ETF share count unchanged in Q2 2026.
  • BBH Select Large Cap ETF made up 0.1% of Black Diamond Financial's portfolio in Q2 2026, its #77 holding.
  • Black Diamond Financial first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.