Biltmore Family Office’s Baron Financials ETF BCFN Stock Holding History

Biltmore Family Office’s Portfolio BCFN Stock Details BCFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Sell	485,680 -25,972	-5%	-$553K	1.35%	11
2026 Q1	$10.7M	Sell	511,652 -38,461	-7%	-$871K	1.49%	9
2025 Q4	$13.7M	Buy	+550,113	New	+$13.8M	1.89%	8

Other funds holding BCFN

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $337M AUM 41.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Biltmore Family Office's BCFN Position: Q2 2026 in Review

Biltmore Family Office reduced its Baron Financials ETF (BCFN) stake by 5.1% in Q2 2026, selling an estimated $553K and leaving 485,680 shares worth $10.3M. The position accounts for 1.35% of the portfolio, ranked #11.

Biltmore Family Office first reported a position in BCFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.7M in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

Biltmore Family Office held 485,680 shares of Baron Financials ETF worth $10.3M as of Q2 2026.
Biltmore Family Office sold 25,972 Baron Financials ETF shares in Q2 2026, an estimated $553K.
Baron Financials ETF made up 1.35% of Biltmore Family Office's portfolio in Q2 2026, its #11 holding.
Biltmore Family Office first reported a position in Baron Financials ETF in Q4 2025 and has held it in 3 quarters since.
Biltmore Family Office's Baron Financials ETF position peaked at $13.7M in Q4 2025.
9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.