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
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 $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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Waverly Advisors's BBHL Position: Q1 2026 in Review

Waverly Advisors reduced its BBH Select Large Cap ETF (BBHL) stake by 1.8% in Q1 2026, selling an estimated $88.3K and leaving 296,131 shares worth $4.45M. The position accounts for 0.03% of the portfolio, ranked #432.

Waverly Advisors first reported a position in BBHL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.86M in Q4 2025. 26 funds tracked by Wall St. Rank hold BBHL as of Q1 2026.

  • Waverly Advisors held 296,131 shares of BBH Select Large Cap ETF worth $4.45M as of Q1 2026.
  • Waverly Advisors sold 5,578 BBH Select Large Cap ETF shares in Q1 2026, an estimated $88.3K.
  • BBH Select Large Cap ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #432 holding.
  • Waverly Advisors first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's BBH Select Large Cap ETF position peaked at $4.86M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.