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
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 $18.6B AUM 15.81% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BBHL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its BBH Select Large Cap ETF (BBHL) stake by 3.5% in Q1 2026, selling an estimated $10.1K and leaving 17,771 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #278.

Summit Wealth Group (Colorado) first reported a position in BBHL in Q4 2025 and has held it in 2 quarters since. The position peaked at $297K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBHL as of Q1 2026.

  • Summit Wealth Group (Colorado) held 17,771 shares of BBH Select Large Cap ETF worth $267K as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 640 BBH Select Large Cap ETF shares in Q1 2026, an estimated $10.1K.
  • BBH Select Large Cap ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #278 holding.
  • Summit Wealth Group (Colorado) first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s BBH Select Large Cap ETF position peaked at $297K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.