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 Q2	–	Sell	-11,336	Closed	-$236K	–	4603
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 $761M AUM 31.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $337M AUM 41.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services sold out of Baron Financials ETF (BCFN) in Q2 2026, closing a stake of 11,336 shares — an estimated $236K sold.

Commonwealth Equity Services first reported a position in BCFN in Q4 2025 and held it in 2 quarters. The position peaked at $285K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

Commonwealth Equity Services reported no remaining Baron Financials ETF position as of Q2 2026 after selling out during the quarter.
Commonwealth Equity Services sold 11,336 Baron Financials ETF shares in Q2 2026, an estimated $236K.
Commonwealth Equity Services first reported a position in Baron Financials ETF in Q4 2025 and held it in 2 quarters.
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 Q2 2026.

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