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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.9% 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.