Simon Quick Advisors’s BBH Select Large Cap ETF BBHL Stock Holding History

Simon Quick Advisors’s Portfolio BBHL Stock Details BBHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$315K	Hold	18,244	–	–	0.01%	353
2026 Q2	$317K	Hold	18,244	–	–	0.01%	325
2026 Q1	$274K	Buy	+18,244	New	+$289K	0.01%	318

Other funds holding BBHL

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Simon Quick Advisors's BBHL Position: Q3 2026 in Review

Simon Quick Advisors held its BBH Select Large Cap ETF (BBHL) position steady in Q3 2026 at 18,244 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #353.

Simon Quick Advisors first reported a position in BBHL in Q1 2026 and has held it in 3 quarters since. The position peaked at $317K in Q2 2026. 8 funds tracked by Wall St. Rank hold BBHL as of Q3 2026.

Simon Quick Advisors held 18,244 shares of BBH Select Large Cap ETF worth $315K as of Q3 2026.
Simon Quick Advisors left its BBH Select Large Cap ETF share count unchanged in Q3 2026.
BBH Select Large Cap ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #353 holding.
Simon Quick Advisors first reported a position in BBH Select Large Cap ETF in Q1 2026 and has held it in 3 quarters since.
Simon Quick Advisors's BBH Select Large Cap ETF position peaked at $317K in Q2 2026.
8 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.