BFC Planning, Inc.’s Baron First Principles ETF RONB Stock Holding History

BFC Planning, Inc.’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	$34.2K	Buy	+1,400	New	+$33.1K	﹤0.01%	1750

Other funds holding RONB

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

BFC Planning, Inc.'s RONB Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 1,400 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings.

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

BFC Planning, Inc. held 1,400 shares of Baron First Principles ETF worth $34.2K as of Q2 2026.
Baron First Principles ETF was a new BFC Planning, Inc. position in Q2 2026.
Baron First Principles ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1750 holding.
92 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.