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
-21,274
Closed -$343K – 3065
2025
Q4 		$343K Buy
+21,274
New +$340K ﹤0.01% 2472

Other funds holding BBHL

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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 21,274 shares — an estimated $343K sold.

Corient Private Wealth first reported a position in BBHL in Q4 2025 and held it in 1 quarter. The position peaked at $343K 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 21,274 BBH Select Large Cap ETF shares in Q1 2026, an estimated $343K.
  • 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 $343K 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.