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Family Legacy Financial Solutions’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Family Legacy Financial Solutions’s Portfolio BBIN Stock Details BBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-71
Closed -$4.98K – 64
2025
Q3 		$4.98K Hold
71
– – ﹤0.01% 182
2025
Q2 		$4.79K Buy
+71
New +$4.57K ﹤0.01% 172

Other funds holding BBIN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Family Legacy Financial Solutions's BBIN Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q4 2025, closing a stake of 71 shares — an estimated $4.98K sold.

Family Legacy Financial Solutions first reported a position in BBIN in Q2 2025 and held it in 2 quarters. The position peaked at $4.98K in Q3 2025. 119 funds tracked by Wall St. Rank hold BBIN as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 71 JPMorgan BetaBuilders International Equity ETF shares in Q4 2025, an estimated $4.98K.
  • Family Legacy Financial Solutions first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's JPMorgan BetaBuilders International Equity ETF position peaked at $4.98K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.