CRA Financial Services
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CRA Financial Services’s Baron First Principles ETF RONB Stock Holding History

CRA Financial Services’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17,560
Closed -$428K – 335
2026
Q2 		$428K Buy
+17,560
New +$415K 0.05% 215

Other funds holding RONB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

CRA Financial Services's RONB Position: Q3 2026 in Review

CRA Financial Services sold out of Baron First Principles ETF (RONB) in Q3 2026, closing a stake of 17,560 shares — an estimated $428K sold.

CRA Financial Services first reported a position in RONB in Q2 2026 and held it in 1 quarter. The position peaked at $428K in Q2 2026. 45 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • CRA Financial Services reported no remaining Baron First Principles ETF position as of Q3 2026 after selling out during the quarter.
  • CRA Financial Services sold 17,560 Baron First Principles ETF shares in Q3 2026, an estimated $428K.
  • CRA Financial Services first reported a position in Baron First Principles ETF in Q2 2026 and held it in 1 quarter.
  • CRA Financial Services's Baron First Principles ETF position peaked at $428K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.