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Bleakley Financial Group’s VanEck Biotech ETF BBH Stock Holding History

Bleakley Financial Group’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
Q1 		$2.9M Sell
15,423
-2,329
-13% -$449K 0.05% 309
2025
Q4 		$3.36M Buy
17,752
+223
+1% +$41.3K 0.06% 257
2025
Q3 		$2.9M Sell
17,529
-1,451
-8% -$237K 0.07% 238
2025
Q2 		$2.91M Buy
+18,980
New +$2.83M 0.07% 229

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPWM
Paragon Private Wealth Management Lexington, Kentucky $320M AUM 23.48% 1-Year Est. Return

Bleakley Financial Group's BBH Position: Q1 2026 in Review

Bleakley Financial Group reduced its VanEck Biotech ETF (BBH) stake by 13% in Q1 2026, selling an estimated $449K and leaving 15,423 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #309.

Bleakley Financial Group first reported a position in BBH in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q4 2025. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • Bleakley Financial Group held 15,423 shares of VanEck Biotech ETF worth $2.9M as of Q1 2026.
  • Bleakley Financial Group sold 2,329 VanEck Biotech ETF shares in Q1 2026, an estimated $449K.
  • VanEck Biotech ETF made up 0.05% of Bleakley Financial Group's portfolio in Q1 2026, its #309 holding.
  • Bleakley Financial Group first reported a position in VanEck Biotech ETF in Q2 2025 and has held it in 4 quarters since.
  • Bleakley Financial Group's VanEck Biotech ETF position peaked at $3.36M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.