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Pacific Sun Financial’s VanEck Biotech ETF BBH Stock Holding History

Pacific Sun Financial’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 		$776K Buy
4,126
+20
+0.5% +$3.85K 0.38% 79
2025
Q4 		$777K Sell
4,106
-137
-3% -$25.3K 0.37% 77
2025
Q3 		$703K Sell
4,243
-150
-3% -$24.5K 0.34% 83
2025
Q2 		$673K Sell
4,393
-430
-9% -$64K 0.35% 81
2025
Q1 		$759K Sell
4,823
-170
-3% -$27.6K 0.43% 71
2024
Q4 		$784K Sell
4,993
-674
-12% -$113K 0.43% 73
2024
Q3 		$1.01M Sell
5,667
-150
-3% -$26.6K 0.55% 53
2024
Q2 		$980K Sell
5,817
-150
-3% -$24.5K 0.58% 51
2024
Q1 		$992K Sell
5,967
-70
-1% -$11.6K 0.58% 52
2023
Q4 		$998K Sell
6,037
-52
-0.9% -$8K 0.63% 49
2023
Q3 		$948K Sell
6,089
-10
-0.2% -$1.6K 0.66% 46
2023
Q2 		$989K Buy
+6,099
New +$974K 0.66% 47
2022
Q4 		$974K Sell
6,099
-150
-2% -$23.8K 0.69% 45
2022
Q3 		$880K Buy
6,249
+32
+0.5% +$4.84K 0.62% 52
2022
Q2 		$906K Sell
6,217
-25
-0.4% -$3.72K 0.6% 53
2022
Q1 		$1.01M Sell
6,242
-15
-0.2% -$2.43K 0.55% 58
2021
Q4 		$1.19M Sell
6,257
-15
-0.2% -$2.89K 0.63% 51
2021
Q3 		$1.27M Buy
+6,272
New +$1.32M 0.73% 46
2020
Q3 		$1.04M Buy
6,411
+386
+6% +$62.8K 0.87% 35
2020
Q2 		$982K Hold
6,025
– – 0.89% 33
2020
Q1 		$771K Sell
6,025
-125
-2% -$16.8K 0.89% 38
2019
Q4 		$857K Hold
6,150
– – 0.76% 49
2019
Q3 		$726K Sell
6,150
-120
-2% -$14.9K 0.69% 50
2019
Q2 		$809K Buy
+6,270
New +$773K 0.77% 49
2018
Q2 		$823K Buy
6,272
+680
+12% +$80.1K 0.85% 44
2018
Q1 		$673K Buy
+5,592
New +$702K 0.89% 41

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

Pacific Sun Financial's BBH Position: Q1 2026 in Review

Pacific Sun Financial increased its VanEck Biotech ETF (BBH) stake by 0.49% in Q1 2026, buying an estimated $3.85K and bringing the position to 4,126 shares worth $776K. The position accounts for 0.38% of the portfolio, ranked #79.

Pacific Sun Financial first reported a position in BBH in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.27M in Q3 2021. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • Pacific Sun Financial held 4,126 shares of VanEck Biotech ETF worth $776K as of Q1 2026.
  • Pacific Sun Financial bought 20 VanEck Biotech ETF shares in Q1 2026, an estimated $3.85K.
  • VanEck Biotech ETF made up 0.38% of Pacific Sun Financial's portfolio in Q1 2026, its #79 holding.
  • Pacific Sun Financial first reported a position in VanEck Biotech ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's VanEck Biotech ETF position peaked at $1.27M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.