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West Branch Capital’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

West Branch Capital’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-204
Closed -$6.29K – 357
2026
Q1 		$6.29K Buy
+204
New +$6.48K ﹤0.01% 262

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

West Branch Capital's BALI Position: Q2 2026 in Review

West Branch Capital sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026, closing a stake of 204 shares — an estimated $6.29K sold.

West Branch Capital first reported a position in BALI in Q1 2026 and held it in 1 quarter. The position peaked at $6.29K in Q1 2026. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • West Branch Capital reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 204 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $6.29K.
  • West Branch Capital first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2026 and held it in 1 quarter.
  • West Branch Capital's iShares U.S. Large Cap Premium Income Active ETF position peaked at $6.29K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.