WA
BBHL

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

Waverly 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
Q2 		$5.1M Sell
293,168
-2,963
-1% -$49K 0.03% 449
2026
Q1 		$4.45M Sell
296,131
-5,578
-2% -$88.3K 0.03% 432
2025
Q4 		$4.86M Buy
+301,709
New +$4.83M 0.04% 380

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Waverly Advisors's BBHL Position: Q2 2026 in Review

Waverly Advisors reduced its BBH Select Large Cap ETF (BBHL) stake by 1% in Q2 2026, selling an estimated $49K and leaving 293,168 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #449.

Waverly Advisors first reported a position in BBHL in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

  • Waverly Advisors held 293,168 shares of BBH Select Large Cap ETF worth $5.1M as of Q2 2026.
  • Waverly Advisors sold 2,963 BBH Select Large Cap ETF shares in Q2 2026, an estimated $49K.
  • BBH Select Large Cap ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #449 holding.
  • Waverly Advisors first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.