Financial Management Network
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Financial Management Network’s Baron First Principles ETF RONB Stock Holding History

Financial Management Network’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
-17,180
Closed -$386K – 222
2026
Q2 		$386K Buy
+17,180
New +$406K 0.06% 154

Other funds holding RONB

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Management Network's RONB Position: Q3 2026 in Review

Financial Management Network sold out of Baron First Principles ETF (RONB) in Q3 2026, closing a stake of 17,180 shares — an estimated $386K sold.

Financial Management Network first reported a position in RONB in Q2 2026 and held it in 1 quarter. The position peaked at $386K in Q2 2026. 12 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • Financial Management Network reported no remaining Baron First Principles ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Network sold 17,180 Baron First Principles ETF shares in Q3 2026, an estimated $386K.
  • Financial Management Network first reported a position in Baron First Principles ETF in Q2 2026 and held it in 1 quarter.
  • Financial Management Network's Baron First Principles ETF position peaked at $386K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.