Pine Grove Financial Group’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Pine Grove Financial Group’s Portfolio BBSC Stock Details BBSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$367K	Sell	4,322 -1,751	-29%	-$157K	0.04%	160
2026 Q2	$528K	Sell	6,073 -288	-5%	-$24.3K	0.05%	129
2026 Q1	$477K	Buy	6,361 +452	+8%	+$35.1K	0.06%	119
2025 Q4	$439K	Buy	+5,909	New	+$442K	0.05%	123

Other funds holding BBSC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pine Grove Financial Group's BBSC Position: Q3 2026 in Review

Pine Grove Financial Group reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 29% in Q3 2026, selling an estimated $157K and leaving 4,322 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #160.

Pine Grove Financial Group first reported a position in BBSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $528K in Q2 2026. 18 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

Pine Grove Financial Group held 4,322 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $367K as of Q3 2026.
Pine Grove Financial Group sold 1,751 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2026, an estimated $157K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #160 holding.
Pine Grove Financial Group first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
Pine Grove Financial Group's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $528K in Q2 2026.
18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.