BBHC
TBLD

Brown Brothers Harriman & Co’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Brown Brothers Harriman & Co’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Hold
12,023
– – ﹤0.01% 769
2025
Q4 		$242K Hold
12,023
– – ﹤0.01% 714
2025
Q3 		$239K Hold
12,023
– – ﹤0.01% 644
2025
Q2 		$236K Buy
+12,023
New +$219K ﹤0.01% 599

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Brothers Harriman & Co's TBLD Position: Q1 2026 in Review

Brown Brothers Harriman & Co held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q1 2026 at 12,023 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Brown Brothers Harriman & Co first reported a position in TBLD in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

  • Brown Brothers Harriman & Co held 12,023 shares of Thornburg Income Builder Opportunities Trust worth $254K as of Q1 2026.
  • Brown Brothers Harriman & Co left its Thornburg Income Builder Opportunities Trust share count unchanged in Q1 2026.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q1 2026, its #769 holding.
  • Brown Brothers Harriman & Co first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.