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 Q1	$1.68M	Buy	+73,618	New	+$1.77M	0.95%	23

Other funds holding RONB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clay Northam Wealth Management's RONB Position: Q1 2026 in Review

Clay Northam Wealth Management opened a new position in Baron First Principles ETF (RONB) in Q1 2026: 73,618 shares worth $1.68M. The stake represents 0.95% of the portfolio and ranks #23 among its holdings.

41 funds tracked by Wall St. Rank hold RONB as of Q1 2026.

Clay Northam Wealth Management held 73,618 shares of Baron First Principles ETF worth $1.68M as of Q1 2026.
Baron First Principles ETF was a new Clay Northam Wealth Management position in Q1 2026.
Baron First Principles ETF made up 0.95% of Clay Northam Wealth Management's portfolio in Q1 2026, its #23 holding.
41 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.