LFASL
BBH icon

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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Lugano Financial Advisors SA (LFA)'s BBH Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 310 shares worth $58.3K. The position accounts for 0.03% of the portfolio, ranked #135.

Lugano Financial Advisors SA (LFA) first reported a position in BBH in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.94M in Q3 2021. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 310 shares of VanEck Biotech ETF worth $58.3K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its VanEck Biotech ETF share count unchanged in Q1 2026.
  • VanEck Biotech ETF made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #135 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in VanEck Biotech ETF in Q2 2020 and has held it in 22 quarters since.
  • Lugano Financial Advisors SA (LFA)'s VanEck Biotech ETF position peaked at $1.94M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.