AFG
BASG

Allegheny Financial Group’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Allegheny Financial Group’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
Q2 		$5.11M Buy
191,987
+64,669
+51% +$1.65M 0.54% 34
2026
Q1 		$2.89M Buy
127,318
+66,704
+110% +$1.61M 0.39% 46
2025
Q4 		$1.57M Buy
+60,614
New +$1.59M 0.23% 70

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allegheny Financial Group's BASG Position: Q2 2026 in Review

Allegheny Financial Group increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 51% in Q2 2026, buying an estimated $1.65M and bringing the position to 191,987 shares worth $5.11M. The position accounts for 0.54% of the portfolio, ranked #34.

Allegheny Financial Group first reported a position in BASG in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • Allegheny Financial Group held 191,987 shares of Brown Advisory Sustainable Growth ETF worth $5.11M as of Q2 2026.
  • Allegheny Financial Group bought 64,669 Brown Advisory Sustainable Growth ETF shares in Q2 2026, an estimated $1.65M.
  • Brown Advisory Sustainable Growth ETF made up 0.54% of Allegheny Financial Group's portfolio in Q2 2026, its #34 holding.
  • Allegheny Financial Group first reported a position in Brown Advisory Sustainable Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.