Root Financial Partners’s VanEck Biotech ETF BBH Stock Holding History

Root Financial Partners’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	–	Sell	-100	Closed	-$18.9K	–	3473
2025 Q4	$18.9K	Buy	+100	New	+$18.5K	﹤0.01%	1214

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Root Financial Partners's BBH Position: Q1 2026 in Review

Root Financial Partners sold out of VanEck Biotech ETF (BBH) in Q1 2026, closing a stake of 100 shares — an estimated $18.9K sold.

Root Financial Partners first reported a position in BBH in Q4 2025 and held it in 1 quarter. The position peaked at $18.9K in Q4 2025. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Root Financial Partners reported no remaining VanEck Biotech ETF position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 100 VanEck Biotech ETF shares in Q1 2026, an estimated $18.9K.
Root Financial Partners first reported a position in VanEck Biotech ETF in Q4 2025 and held it in 1 quarter.
Root Financial Partners's VanEck Biotech ETF position peaked at $18.9K in Q4 2025.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.