YIA
EAGL

YHB Investment Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

YHB Investment Advisors’s Portfolio EAGL Stock Details EAGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
347,395
+28,877
+9% +$934K 0.72% 36
2026
Q1 		$9.69M Hold
318,518
– – 0.69% 36
2025
Q4 		$10.3M Buy
318,518
+6,510
+2% +$207K 0.71% 35
2025
Q3 		$9.75M Hold
312,008
– – 0.71% 34
2025
Q2 		$9.42M Hold
312,008
– – 0.73% 34
2025
Q1 		$8.74M Hold
312,008
– – 0.73% 35
2024
Q4 		$8.69M Hold
312,008
– – 0.71% 34
2024
Q3 		$8.54M Hold
312,008
– – 0.71% 37
2024
Q2 		$8.26M Sell
312,008
-7,600
-2% -$195K 0.71% 36
2024
Q1 		$8.06M Buy
+319,608
New +$8.05M 0.72% 39

Other funds holding EAGL

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
SWG
Summit Wealth Group White River Junction, Vermont $490M AUM 21.68% 1-Year Est. Return
CA
Commerce Advisors Memphis, Tennessee $184M AUM

YHB Investment Advisors's EAGL Position: Q2 2026 in Review

YHB Investment Advisors increased its Eagle Capital Select Equity ETF (EAGL) stake by 9.1% in Q2 2026, buying an estimated $934K and bringing the position to 347,395 shares worth $11.2M. The position accounts for 0.72% of the portfolio, ranked #36.

YHB Investment Advisors first reported a position in EAGL in Q1 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold EAGL as of Q2 2026.

  • YHB Investment Advisors held 347,395 shares of Eagle Capital Select Equity ETF worth $11.2M as of Q2 2026.
  • YHB Investment Advisors bought 28,877 Eagle Capital Select Equity ETF shares in Q2 2026, an estimated $934K.
  • Eagle Capital Select Equity ETF made up 0.72% of YHB Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • YHB Investment Advisors first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 30 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.