EFS
RONB

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

Essex 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
Q2 		$284K Buy
11,643
+2,310
+25% +$54.6K 0.01% 668
2026
Q1 		$213K Buy
+9,333
New +$225K 0.01% 736

Other funds holding RONB

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Essex Financial Services's RONB Position: Q2 2026 in Review

Essex Financial Services increased its Baron First Principles ETF (RONB) stake by 25% in Q2 2026, buying an estimated $54.6K and bringing the position to 11,643 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #668.

Essex Financial Services first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Essex Financial Services held 11,643 shares of Baron First Principles ETF worth $284K as of Q2 2026.
  • Essex Financial Services bought 2,310 Baron First Principles ETF shares in Q2 2026, an estimated $54.6K.
  • Baron First Principles ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #668 holding.
  • Essex Financial Services first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.