Commonwealth Equity Services
BASG

Commonwealth Equity Services’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Commonwealth Equity Services’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.04M Buy
301,641
+46,888
+18% +$1.19M 0.01% 1086
2026
Q1 		$5.79M Buy
254,753
+94,383
+59% +$2.28M 0.01% 1237
2025
Q4 		$4.15M Buy
+160,370
New +$4.21M 0.01% 1457

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's BASG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 18% in Q2 2026, buying an estimated $1.19M and bringing the position to 301,641 shares worth $8.04M. The position accounts for 0.01% of the portfolio, ranked #1086.

Commonwealth Equity Services first reported a position in BASG in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • Commonwealth Equity Services held 301,641 shares of Brown Advisory Sustainable Growth ETF worth $8.04M as of Q2 2026.
  • Commonwealth Equity Services bought 46,888 Brown Advisory Sustainable Growth ETF shares in Q2 2026, an estimated $1.19M.
  • Brown Advisory Sustainable Growth ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1086 holding.
  • Commonwealth Equity Services first reported a position in Brown Advisory Sustainable Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.