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Baron Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Baron Financial Group’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16M Buy
21,691
+24
+0.1% +$16.5K 7.62% 3
2026
Q1 		$12.5M Buy
21,667
+233
+1% +$142K 6.74% 4
2025
Q4 		$13.2M Sell
21,434
-485
-2% -$298K 7.06% 3
2025
Q3 		$13.2M Buy
21,919
+55
+0.3% +$31.5K 7.21% 4
2025
Q2 		$12.1M Sell
21,864
-69
-0.3% -$34.3K 7.08% 4
2025
Q1 		$10.3M Sell
21,933
-142
-0.6% -$72.1K 6.47% 4
2024
Q4 		$11.3M Sell
22,075
-482
-2% -$244K 7% 4
2024
Q3 		$11M Sell
22,557
-772
-3% -$365K 6.73% 4
2024
Q2 		$11.2M Sell
23,329
-974
-4% -$438K 7.11% 4
2024
Q1 		$10.8M Sell
24,303
-874
-3% -$375K 6.66% 4
2023
Q4 		$10.3M Sell
25,177
-398
-2% -$151K 6.58% 4
2023
Q3 		$9.16M Sell
25,575
-232
-0.9% -$86K 5.95% 4
2023
Q2 		$9.53M Buy
25,807
+109
+0.4% +$36.7K 5.89% 4
2023
Q1 		$8.25M Buy
25,698
+5,582
+28% +$1.65M 5.22% 4
2022
Q4 		$5.36M Buy
20,116
+1,288
+7% +$356K 3.55% 7
2022
Q3 		$5.03M Buy
+18,828
New +$5.68M 3.39% 8

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baron Financial Group's QQQ Position: Q2 2026 in Review

Baron Financial Group increased its Invesco QQQ Trust (QQQ) stake by 0.11% in Q2 2026, buying an estimated $16.5K and bringing the position to 21,691 shares worth $16M. The position accounts for 7.62% of the portfolio, ranked #3.

Baron Financial Group first reported a position in QQQ in Q3 2022 and has held it in 16 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Baron Financial Group held 21,691 shares of Invesco QQQ Trust worth $16M as of Q2 2026.
  • Baron Financial Group bought 24 Invesco QQQ Trust shares in Q2 2026, an estimated $16.5K.
  • Invesco QQQ Trust made up 7.62% of Baron Financial Group's portfolio in Q2 2026, its #3 holding.
  • Baron Financial Group first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 16 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.