D.A. Davidson & Co’s Baron First Principles ETF RONB Stock Holding History

D.A. Davidson & Co’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 Q2	$3.88M	Buy	+158,957	New	+$3.76M	0.02%	500

Other funds holding RONB

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

D.A. Davidson & Co's RONB Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 158,957 shares worth $3.88M. The stake represents 0.02% of the portfolio and ranks #500 among its holdings.

23 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

D.A. Davidson & Co held 158,957 shares of Baron First Principles ETF worth $3.88M as of Q2 2026.
Baron First Principles ETF was a new D.A. Davidson & Co position in Q2 2026.
Baron First Principles ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #500 holding.
23 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.