SWGC
BBHL

Summit Wealth Group (Colorado)’s BBH Select Large Cap ETF BBHL Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$290K Sell
16,656
-1,115
-6% -$18.4K 0.02% 310
2026
Q1 		$267K Sell
17,771
-640
-3% -$10.1K 0.03% 278
2025
Q4 		$297K Buy
+18,411
New +$295K 0.04% 212

Other funds holding BBHL

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BBHL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its BBH Select Large Cap ETF (BBHL) stake by 6.3% in Q2 2026, selling an estimated $18.4K and leaving 16,656 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #310.

Summit Wealth Group (Colorado) first reported a position in BBHL in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 28 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 16,656 shares of BBH Select Large Cap ETF worth $290K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 1,115 BBH Select Large Cap ETF shares in Q2 2026, an estimated $18.4K.
  • BBH Select Large Cap ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #310 holding.
  • Summit Wealth Group (Colorado) first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s BBH Select Large Cap ETF position peaked at $297K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.