Fortis Group Advisors’s Baron First Principles ETF RONB Stock Holding History

Fortis Group Advisors’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	$2.04M	Sell	83,580 -27,131	-25%	-$641K	0.33%	78
2026 Q1	$2.57M	Buy	+110,711	New	+$2.66M	0.42%	64

Other funds holding RONB

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 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 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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Fortis Group Advisors's RONB Position: Q2 2026 in Review

Fortis Group Advisors reduced its Baron First Principles ETF (RONB) stake by 25% in Q2 2026, selling an estimated $641K and leaving 83,580 shares worth $2.04M. The position accounts for 0.33% of the portfolio, ranked #78.

Fortis Group Advisors first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.57M in Q1 2026. 90 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

Fortis Group Advisors held 83,580 shares of Baron First Principles ETF worth $2.04M as of Q2 2026.
Fortis Group Advisors sold 27,131 Baron First Principles ETF shares in Q2 2026, an estimated $641K.
Baron First Principles ETF made up 0.33% of Fortis Group Advisors's portfolio in Q2 2026, its #78 holding.
Fortis Group Advisors first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
Fortis Group Advisors's Baron First Principles ETF position peaked at $2.57M in Q1 2026.
90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.