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Baron Financial Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Baron Financial Group’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$849K Buy
26,713
+2,803
+12% +$95.4K 0.41% 37
2026
Q1 		$746K Buy
23,910
+6,535
+38% +$206K 0.4% 34
2025
Q4 		$498K Buy
17,375
+7,775
+81% +$234K 0.27% 39
2025
Q3 		$304K Buy
+9,600
New +$305K 0.17% 41

Other funds holding SRVR

CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Baron Financial Group increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 12% in Q2 2026, buying an estimated $95.4K and bringing the position to 26,713 shares worth $849K. The position accounts for 0.41% of the portfolio, ranked #37.

Baron Financial Group first reported a position in SRVR in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • Baron Financial Group held 26,713 shares of Pacer Data & Infrastructure Real Estate ETF worth $849K as of Q2 2026.
  • Baron Financial Group bought 2,803 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $95.4K.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.41% of Baron Financial Group's portfolio in Q2 2026, its #37 holding.
  • Baron Financial Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

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