Richardson Financial Services’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Richardson Financial Services’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$505K	Buy	6,463 +244	+4%	+$18.9K	0.29%	82
2026 Q1	$455K	Sell	6,219 -422	-6%	-$31.9K	0.28%	86
2025 Q4	$480K	Buy	6,641 +779	+13%	+$55.7K	0.16%	84
2025 Q3	$411K	Buy	5,862 +1,597	+37%	+$110K	0.25%	91
2025 Q2	$288K	Buy	4,265 +1,256	+42%	+$80.8K	0.19%	126
2025 Q1	$185K	Buy	3,009 +312	+12%	+$19K	0.14%	144
2024 Q4	$154K	Sell	2,697 -1,898	-41%	-$113K	0.11%	162
2024 Q3	$271K	Hold	4,595	–	–	0.17%	121
2024 Q2	$271K	Buy	4,595 +200	+5%	+$12K	0.2%	114
2024 Q1	$264K	Sell	4,395 -1,962	-31%	-$114K	0.19%	121
2023 Q4	$362K	Buy	+6,357	New	+$340K	0.32%	91

Other funds holding BBIN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Richardson Financial Services's BBIN Position: Q2 2026 in Review

Richardson Financial Services increased its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 3.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 6,463 shares worth $505K. The position accounts for 0.29% of the portfolio, ranked #82.

Richardson Financial Services first reported a position in BBIN in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold BBIN as of Q2 2026.

Richardson Financial Services held 6,463 shares of JPMorgan BetaBuilders International Equity ETF worth $505K as of Q2 2026.
Richardson Financial Services bought 244 JPMorgan BetaBuilders International Equity ETF shares in Q2 2026, an estimated $18.9K.
JPMorgan BetaBuilders International Equity ETF made up 0.29% of Richardson Financial Services's portfolio in Q2 2026, its #82 holding.
Richardson Financial Services first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2023 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.