JMFC
BBHL

J.M. Forbes & Co’s BBH Select Large Cap ETF BBHL Stock Holding History

J.M. Forbes & Co’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 		$659K Sell
43,862
-15,476
-26% -$245K 0.06% 92
2025
Q4 		$957K Buy
+59,338
New +$949K 0.08% 83

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

J.M. Forbes & Co's BBHL Position: Q1 2026 in Review

J.M. Forbes & Co reduced its BBH Select Large Cap ETF (BBHL) stake by 26% in Q1 2026, selling an estimated $245K and leaving 43,862 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #92.

J.M. Forbes & Co first reported a position in BBHL in Q4 2025 and has held it in 2 quarters since. The position peaked at $957K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBHL as of Q1 2026.

  • J.M. Forbes & Co held 43,862 shares of BBH Select Large Cap ETF worth $659K as of Q1 2026.
  • J.M. Forbes & Co sold 15,476 BBH Select Large Cap ETF shares in Q1 2026, an estimated $245K.
  • BBH Select Large Cap ETF made up 0.06% of J.M. Forbes & Co's portfolio in Q1 2026, its #92 holding.
  • J.M. Forbes & Co first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • J.M. Forbes & Co's BBH Select Large Cap ETF position peaked at $957K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q1 2026.

Based on J.M. Forbes & Co's 13F filing for Q1 2026, filed 16 Apr 2026.