AIFS
BCTK

A&I Financial Services’s Baron Technology ETF BCTK Stock Holding History

A&I Financial Services’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Hold
8,641
– – 0.12% 62
2026
Q1 		$202K Hold
8,641
– – 0.1% 71
2025
Q4 		$217K Buy
+8,641
New +$217K 0.1% 73

Other funds holding BCTK

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

A&I Financial Services held its Baron Technology ETF (BCTK) position steady in Q2 2026 at 8,641 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #62.

A&I Financial Services first reported a position in BCTK in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold BCTK as of Q2 2026.

  • A&I Financial Services held 8,641 shares of Baron Technology ETF worth $281K as of Q2 2026.
  • A&I Financial Services left its Baron Technology ETF share count unchanged in Q2 2026.
  • Baron Technology ETF made up 0.12% of A&I Financial Services's portfolio in Q2 2026, its #62 holding.
  • A&I Financial Services first reported a position in Baron Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Baron Technology ETF as of Q2 2026.

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