Baron Financial Group
SRVR icon

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
Q3 		$830K Buy
29,298
+2,585
+10% +$79.7K 0.4% 37
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Baron Financial Group increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 9.7% in Q3 2026, buying an estimated $79.7K and bringing the position to 29,298 shares worth $830K. The position accounts for 0.4% of the portfolio, ranked #37.

Baron Financial Group first reported a position in SRVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $849K in Q2 2026. 48 funds tracked by Wall St. Rank hold SRVR as of Q3 2026.

  • Baron Financial Group held 29,298 shares of Pacer Data & Infrastructure Real Estate ETF worth $830K as of Q3 2026.
  • Baron Financial Group bought 2,585 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2026, an estimated $79.7K.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.4% of Baron Financial Group's portfolio in Q3 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 5 quarters since.
  • Baron Financial Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $849K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2026.

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