AO
BASG

Advisor OS’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Advisor OS’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,265,863
Closed -$32.7M – 643
2025
Q4 		$32.7M Sell
1,265,863
-51,920
-4% -$1.36M 2.64% 7
2025
Q3 		$34.9M Buy
+1,317,783
New +$34.7M 3.01% 8

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $301M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor OS's BASG Position: Q1 2026 in Review

Advisor OS sold out of Brown Advisory Sustainable Growth ETF (BASG) in Q1 2026, closing a stake of 1,265,863 shares — an estimated $32.7M sold.

Advisor OS first reported a position in BASG in Q3 2025 and held it in 2 quarters. The position peaked at $34.9M in Q3 2025. 15 funds tracked by Wall St. Rank hold BASG as of Q1 2026.

  • Advisor OS reported no remaining Brown Advisory Sustainable Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 1,265,863 Brown Advisory Sustainable Growth ETF shares in Q1 2026, an estimated $32.7M.
  • Advisor OS first reported a position in Brown Advisory Sustainable Growth ETF in Q3 2025 and held it in 2 quarters.
  • Advisor OS's Brown Advisory Sustainable Growth ETF position peaked at $34.9M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.