A&I Financial Services’s Baron Global Durable Advantage ETF BCGD Stock Holding History

A&I Financial Services’s Portfolio BCGD Stock Details BCGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Buy	+8,574	New	+$221K	0.1%	70

Other funds holding BCGD

RFA

Rollins Financial Advisors New York City, New York $759M AUM 31.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

A&I Financial Services's BCGD Position: Q2 2026 in Review

A&I Financial Services opened a new position in Baron Global Durable Advantage ETF (BCGD) in Q2 2026: 8,574 shares worth $227K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings.

7 funds tracked by Wall St. Rank hold BCGD as of Q2 2026.

A&I Financial Services held 8,574 shares of Baron Global Durable Advantage ETF worth $227K as of Q2 2026.
Baron Global Durable Advantage ETF was a new A&I Financial Services position in Q2 2026.
Baron Global Durable Advantage ETF made up 0.1% of A&I Financial Services's portfolio in Q2 2026, its #70 holding.
7 funds tracked by Wall St. Rank held Baron Global Durable Advantage ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.