CNWM
RONB

Clay Northam Wealth Management’s Baron First Principles ETF RONB Stock Holding History

Clay Northam Wealth Management’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-73,618
Closed -$1.68M – 113
2026
Q1 		$1.68M Buy
+73,618
New +$1.77M 0.95% 23

Other funds holding RONB

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Clay Northam Wealth Management's RONB Position: Q2 2026 in Review

Clay Northam Wealth Management sold out of Baron First Principles ETF (RONB) in Q2 2026, closing a stake of 73,618 shares — an estimated $1.68M sold.

Clay Northam Wealth Management first reported a position in RONB in Q1 2026 and held it in 1 quarter. The position peaked at $1.68M in Q1 2026. 90 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Clay Northam Wealth Management reported no remaining Baron First Principles ETF position as of Q2 2026 after selling out during the quarter.
  • Clay Northam Wealth Management sold 73,618 Baron First Principles ETF shares in Q2 2026, an estimated $1.68M.
  • Clay Northam Wealth Management first reported a position in Baron First Principles ETF in Q1 2026 and held it in 1 quarter.
  • Clay Northam Wealth Management's Baron First Principles ETF position peaked at $1.68M in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.