Tidemark’s VanEck Biotech ETF BBH Stock Holding History

Tidemark’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	$38.9K	Hold	207	–	–	0.01%	297
2025 Q4	$39.2K	Hold	207	–	–	0.01%	270
2025 Q3	$34.3K	Hold	207	–	–	0.01%	295
2025 Q2	$31.7K	Hold	207	–	–	0.01%	295
2025 Q1	$32.6K	Hold	207	–	–	0.01%	293
2024 Q4	$32.5K	Hold	207	–	–	0.01%	288
2024 Q3	$36.7K	Hold	207	–	–	0.02%	272
2024 Q2	$34.9K	Hold	207	–	–	0.02%	260
2024 Q1	$34.4K	Hold	207	–	–	0.02%	282
2023 Q4	$34.2K	Buy	+207	New	+$31.9K	0.02%	269

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

Tidemark's BBH Position: Q1 2026 in Review

Tidemark held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 207 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #297.

Tidemark first reported a position in BBH in Q4 2023 and has held it in 10 quarters since. The position peaked at $39.2K in Q4 2025. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Tidemark held 207 shares of VanEck Biotech ETF worth $38.9K as of Q1 2026.
Tidemark left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up 0.01% of Tidemark's portfolio in Q1 2026, its #297 holding.
Tidemark first reported a position in VanEck Biotech ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's VanEck Biotech ETF position peaked at $39.2K in Q4 2025.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.