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Baron Wealth Management’s BK Technologies BKTI Stock Holding History

Baron Wealth Management’s Portfolio BKTI Stock Details BKTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Sell
2,611
-201
-7% -$17.4K 0.06% 264
2026
Q1 		$210K Sell
2,812
-344
-11% -$27.9K 0.06% 257
2025
Q4 		$235K Sell
3,156
-146
-4% -$10.5K 0.07% 211
2025
Q3 		$279K Buy
+3,302
New +$189K 0.09% 172

Other funds holding BKTI

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Baron Wealth Management's BKTI Position: Q2 2026 in Review

Baron Wealth Management reduced its BK Technologies (BKTI) stake by 7.1% in Q2 2026, selling an estimated $17.4K and leaving 2,611 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #264.

Baron Wealth Management first reported a position in BKTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q3 2025. 8 funds tracked by Wall St. Rank hold BKTI as of Q2 2026.

  • Baron Wealth Management held 2,611 shares of BK Technologies worth $224K as of Q2 2026.
  • Baron Wealth Management sold 201 BK Technologies shares in Q2 2026, an estimated $17.4K.
  • BK Technologies made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Baron Wealth Management first reported a position in BK Technologies in Q3 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's BK Technologies position peaked at $279K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held BK Technologies as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.