Baron Financial Group
BATT icon

Baron Financial Group’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Baron Financial Group’s Portfolio BATT Stock Details BATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$235K Buy
16,450
+2,525
+18% +$37.8K 0.11% 52
2026
Q2 		$214K Buy
13,925
+1,045
+8% +$17.2K 0.1% 53
2026
Q1 		$192K Buy
12,880
+1,265
+11% +$19.2K 0.1% 53
2025
Q4 		$160K Buy
+11,615
New +$157K 0.09% 57

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Synergy Asset Management
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Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Centerpoint Advisors
Centerpoint Advisors Needham, Massachusetts $363M AUM 18.29% 1-Year Est. Return
Sherman Asset Management
Sherman Asset Management Ventura, California $134M AUM 17.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baron Financial Group's BATT Position: Q3 2026 in Review

Baron Financial Group increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 18% in Q3 2026, buying an estimated $37.8K and bringing the position to 16,450 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #52.

Baron Financial Group first reported a position in BATT in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold BATT as of Q3 2026.

  • Baron Financial Group held 16,450 shares of Amplify Lithium & Battery Technology ETF worth $235K as of Q3 2026.
  • Baron Financial Group bought 2,525 Amplify Lithium & Battery Technology ETF shares in Q3 2026, an estimated $37.8K.
  • Amplify Lithium & Battery Technology ETF made up 0.11% of Baron Financial Group's portfolio in Q3 2026, its #52 holding.
  • Baron Financial Group first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.