BWM
SII

Baron Wealth Management’s Sprott SII Stock Holding History

Baron Wealth Management’s Portfolio SII Stock Details SII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
2,796
+761
+37% +$99.6K 0.08% 196
2026
Q1 		$291K Buy
+2,035
New +$272K 0.09% 189

Other funds holding SII

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

Baron Wealth Management increased its Sprott (SII) stake by 37% in Q2 2026, buying an estimated $99.6K and bringing the position to 2,796 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #196.

Baron Wealth Management first reported a position in SII in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold SII as of Q2 2026.

  • Baron Wealth Management held 2,796 shares of Sprott worth $314K as of Q2 2026.
  • Baron Wealth Management bought 761 Sprott shares in Q2 2026, an estimated $99.6K.
  • Sprott made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Baron Wealth Management first reported a position in Sprott in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Sprott as of Q2 2026.

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