Lugano Financial Advisors SA (LFA)’s VanEck Biotech ETF BBH Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	$63K	Hold	310	–	–	0.04%	144
2026 Q1	$58.3K	Hold	310	–	–	0.03%	135
2025 Q4	$58.7K	Hold	310	–	–	0.03%	143
2025 Q3	$51.4K	Hold	310	–	–	0.03%	143
2025 Q2	$47.5K	Hold	310	–	–	0.03%	141
2025 Q1	$48.8K	Hold	310	–	–	0.03%	132
2024 Q4	$48.7K	Hold	310	–	–	0.03%	147
2024 Q3	$55K	Hold	310	–	–	0.04%	141
2024 Q2	$52.2K	Hold	310	–	–	0.04%	136
2024 Q1	$51.6K	Buy	+310	New	+$51.3K	0.04%	128
2023 Q4	–	Sell	-385	Closed	-$60K	–	177
2023 Q3	$60K	Hold	385	–	–	0.05%	108
2023 Q2	$60.1K	Buy	+385	New	+$61.5K	0.04%	127
2023 Q1	–	Sell	-75	Closed	-$12K	–	112
2022 Q4	$12K	Hold	75	–	–	0.01%	110
2022 Q3	$11K	Sell	75 -126	-63%	-$19.1K	0.01%	106
2022 Q2	$29K	Sell	201 -9,057	-98%	-$1.35M	0.02%	101
2022 Q1	$1.5M	Sell	9,258 -236	-2%	-$38.2K	1%	29
2021 Q4	$1.8M	Sell	9,494 -81	-0.8%	-$15.6K	1.04%	30
2021 Q3	$1.94M	Buy	9,575 +104	+1%	+$21.8K	1.27%	26
2021 Q2	$1.91M	Buy	9,471 +214	+2%	+$39.8K	1.2%	26
2021 Q1	$1.62M	Buy	9,257 +389	+4%	+$70.3K	1.14%	25
2020 Q4	$1.5M	Buy	8,868 +189	+2%	+$31.1K	1.17%	25
2020 Q3	$1.39M	Sell	8,679 -78	-0.9%	-$12.7K	1.29%	23
2020 Q2	$1.44M	Buy	+8,757	New	+$1.33M	1.52%	20

Other funds holding BBH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BBH Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its VanEck Biotech ETF (BBH) position steady in Q2 2026 at 310 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #144.

Lugano Financial Advisors SA (LFA) first reported a position in BBH in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.94M in Q3 2021. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 310 shares of VanEck Biotech ETF worth $63K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its VanEck Biotech ETF share count unchanged in Q2 2026.
VanEck Biotech ETF made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #144 holding.
Lugano Financial Advisors SA (LFA) first reported a position in VanEck Biotech ETF in Q2 2020 and has held it in 23 quarters since.
Lugano Financial Advisors SA (LFA)'s VanEck Biotech ETF position peaked at $1.94M in Q3 2021.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.