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BBH TR shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of BBH TR (BBHL) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in BBH TR

Tip: Access up to 7 years of quarterly data

All positions including BBH TR held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BBH TR by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.9M 659k 15.02

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View all positions for Beacon Pointe Advisors

Top funds holding BBH TR

Brown Brothers Harriman & Co.
Litman Gregory Asset Management
Beacon Pointe Advisors
Warren Averett Asset Management
Black Diamond Financial
Sontag Advisory
Paul Kendrigan
Aspiriant
Rockefeller Capital Management
Royal Bank of Canada
Spinnaker Trust
HighTower Advisors
GoalVest Advisory
Stifel Financial
Massey, Quick & Co

View all funds holding BBH TR