KFI
BBHL

Key Financial Inc’s BBH Select Large Cap ETF BBHL Stock Holding History

Key Financial Inc’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 		$2.82K Hold
162
– – ﹤0.01% 1107
2026
Q1 		$2.43K Hold
162
– – ﹤0.01% 1151
2025
Q4 		$2.61K Buy
+162
New +$2.59K ﹤0.01% 1137

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
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 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

Key Financial Inc's BBHL Position: Q2 2026 in Review

Key Financial Inc held its BBH Select Large Cap ETF (BBHL) position steady in Q2 2026 at 162 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Key Financial Inc first reported a position in BBHL in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

  • Key Financial Inc held 162 shares of BBH Select Large Cap ETF worth $2.82K as of Q2 2026.
  • Key Financial Inc left its BBH Select Large Cap ETF share count unchanged in Q2 2026.
  • BBH Select Large Cap ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1107 holding.
  • Key Financial Inc first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.