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
Q2 		$763K Hold
43,862
– – 0.06% 91
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

J.M. Forbes & Co's BBHL Position: Q2 2026 in Review

J.M. Forbes & Co held its BBH Select Large Cap ETF (BBHL) position steady in Q2 2026 at 43,862 shares worth $763K. The position accounts for 0.06% of the portfolio, ranked #91.

J.M. Forbes & Co first reported a position in BBHL in Q4 2025 and has held it in 3 quarters since. The position peaked at $957K in Q4 2025. 28 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

  • J.M. Forbes & Co held 43,862 shares of BBH Select Large Cap ETF worth $763K as of Q2 2026.
  • J.M. Forbes & Co left its BBH Select Large Cap ETF share count unchanged in Q2 2026.
  • BBH Select Large Cap ETF made up 0.06% of J.M. Forbes & Co's portfolio in Q2 2026, its #91 holding.
  • J.M. Forbes & Co first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • J.M. Forbes & Co's BBH Select Large Cap ETF position peaked at $957K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.