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 Q2	$3.3M	Buy	16,260 +837	+5%	+$157K	0.04%	338
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 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

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

PPWM

Paragon Private Wealth Management Lexington, Kentucky $383M AUM 36.18% 1-Year Est. Return

Bleakley Financial Group's BBH Position: Q2 2026 in Review

Bleakley Financial Group increased its VanEck Biotech ETF (BBH) stake by 5.4% in Q2 2026, buying an estimated $157K and bringing the position to 16,260 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #338.

Bleakley Financial Group first reported a position in BBH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q4 2025. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

Bleakley Financial Group held 16,260 shares of VanEck Biotech ETF worth $3.3M as of Q2 2026.
Bleakley Financial Group bought 837 VanEck Biotech ETF shares in Q2 2026, an estimated $157K.
VanEck Biotech ETF made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #338 holding.
Bleakley Financial Group first reported a position in VanEck Biotech ETF in Q2 2025 and has held it in 5 quarters since.
Bleakley Financial Group's VanEck Biotech ETF position peaked at $3.36M in Q4 2025.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.