Financial Perspectives’s VanEck Biotech ETF BBH Stock Holding History

Financial Perspectives’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 Q1	$16.5K	Hold	88	–	–	﹤0.01%	471
2025 Q4	$16.7K	Hold	88	–	–	﹤0.01%	459
2025 Q3	$14.6K	Hold	88	–	–	﹤0.01%	474
2025 Q2	$13.5K	Hold	88	–	–	﹤0.01%	472
2025 Q1	$13.8K	Hold	88	–	–	﹤0.01%	461
2024 Q4	$13.8K	Hold	88	–	–	﹤0.01%	463
2024 Q3	$15.6K	Hold	88	–	–	0.01%	420
2024 Q2	$14.8K	Hold	88	–	–	0.01%	416
2024 Q1	$14.6K	Hold	88	–	–	0.01%	419
2023 Q4	$14.5K	Hold	88	–	–	0.01%	419
2023 Q3	$13.7K	Hold	88	–	–	0.01%	407
2023 Q2	$13.7K	Hold	88	–	–	0.01%	412
2023 Q1	$14.3K	Hold	88	–	–	0.01%	407
2022 Q4	$14.1K	Hold	88	–	–	0.01%	400
2022 Q3	$12.4K	Hold	88	–	–	0.01%	408
2022 Q2	$12.8K	Hold	88	–	–	0.01%	410
2022 Q1	$14.3K	Hold	88	–	–	0.01%	414
2021 Q4	$16.7K	Hold	88	–	–	0.01%	381
2021 Q3	$17.8K	Hold	88	–	–	0.01%	369
2021 Q2	$17.7K	Sell	88 -15,351	-99%	-$2.86M	0.01%	391
2021 Q1	$88K	Buy	15,439 +15,351	+17,444%	+$2.78M	﹤0.01%	524
2020 Q4	$14.9K	Hold	88	–	–	0.01%	361
2020 Q3	$14.3K	Hold	88	–	–	0.01%	332
2020 Q2	$14.3K	Hold	88	–	–	0.01%	312
2020 Q1	$11.3K	Hold	88	–	–	0.01%	311
2019 Q4	$12.3K	Buy	+88	New	+$11.6K	0.01%	310

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Financial Perspectives's BBH Position: Q1 2026 in Review

Financial Perspectives held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 88 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Financial Perspectives first reported a position in BBH in Q4 2019 and has held it in 26 quarters since. The position peaked at $88K in Q1 2021. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Financial Perspectives held 88 shares of VanEck Biotech ETF worth $16.5K as of Q1 2026.
Financial Perspectives left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #471 holding.
Financial Perspectives first reported a position in VanEck Biotech ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's VanEck Biotech ETF position peaked at $88K in Q1 2021.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.