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 Q1	$213K	Buy	+9,333	New	+$225K	0.01%	736

Other funds holding RONB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's RONB Position: Q1 2026 in Review

Essex Financial Services opened a new position in Baron First Principles ETF (RONB) in Q1 2026: 9,333 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings.

41 funds tracked by Wall St. Rank hold RONB as of Q1 2026.

Essex Financial Services held 9,333 shares of Baron First Principles ETF worth $213K as of Q1 2026.
Baron First Principles ETF was a new Essex Financial Services position in Q1 2026.
Baron First Principles ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #736 holding.
41 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.