Corient Private Wealth
BBHL

Corient Private Wealth’s BBH Select Large Cap ETF BBHL Stock Holding History

Corient Private Wealth’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 		– Sell
-10,637
Closed -$171K – 3017
2025
Q4 		$171K Buy
+10,637
New +$170K ﹤0.01% 2456

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
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Corient Private Wealth's BBHL Position: Q1 2026 in Review

Corient Private Wealth sold out of BBH Select Large Cap ETF (BBHL) in Q1 2026, closing a stake of 10,637 shares — an estimated $171K sold.

Corient Private Wealth first reported a position in BBHL in Q4 2025 and held it in 1 quarter. The position peaked at $171K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBHL as of Q1 2026.

  • Corient Private Wealth reported no remaining BBH Select Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 10,637 BBH Select Large Cap ETF shares in Q1 2026, an estimated $171K.
  • Corient Private Wealth first reported a position in BBH Select Large Cap ETF in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's BBH Select Large Cap ETF position peaked at $171K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.