Commonwealth Equity Services
BCFN

Commonwealth Equity Services’s Baron Financials ETF BCFN Stock Holding History

Commonwealth Equity Services’s Portfolio BCFN Stock Details BCFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Sell
11,336
-120
-1% -$2.72K ﹤0.01% 3845
2025
Q4 		$285K Buy
+11,456
New +$287K ﹤0.01% 3691

Other funds holding BCFN

BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

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

Commonwealth Equity Services reduced its Baron Financials ETF (BCFN) stake by 1% in Q1 2026, selling an estimated $2.72K and leaving 11,336 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Commonwealth Equity Services first reported a position in BCFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $285K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q1 2026.

  • Commonwealth Equity Services held 11,336 shares of Baron Financials ETF worth $236K as of Q1 2026.
  • Commonwealth Equity Services sold 120 Baron Financials ETF shares in Q1 2026, an estimated $2.72K.
  • Baron Financials ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3845 holding.
  • Commonwealth Equity Services first reported a position in Baron Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Equity Services's Baron Financials ETF position peaked at $285K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q1 2026.

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