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
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 $60.9B AUM 15.24% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $301M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Commonwealth Equity Services's BASG Position: Q1 2026 in Review

Commonwealth Equity Services increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 59% in Q1 2026, buying an estimated $2.28M and bringing the position to 254,753 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #1237.

Commonwealth Equity Services first reported a position in BASG in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q1 2026.

  • Commonwealth Equity Services held 254,753 shares of Brown Advisory Sustainable Growth ETF worth $5.79M as of Q1 2026.
  • Commonwealth Equity Services bought 94,383 Brown Advisory Sustainable Growth ETF shares in Q1 2026, an estimated $2.28M.
  • Brown Advisory Sustainable Growth ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1237 holding.
  • Commonwealth Equity Services first reported a position in Brown Advisory Sustainable Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.