Janney Montgomery Scott
RONB icon

Janney Montgomery Scott’s Baron First Principles ETF RONB Stock Holding History

Janney Montgomery Scott’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 		$417K Sell
17,805
-8,900
-33% -$207K ﹤0.01% 2527
2026
Q2 		$652K Sell
26,705
-34,967
-57% -$826K ﹤0.01% 2210
2026
Q1 		$1.41M Buy
+61,672
New +$1.48M ﹤0.01% 1461

Other funds holding RONB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Janney Montgomery Scott's RONB Position: Q3 2026 in Review

Janney Montgomery Scott reduced its Baron First Principles ETF (RONB) stake by 33% in Q3 2026, selling an estimated $207K and leaving 17,805 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Janney Montgomery Scott first reported a position in RONB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.41M in Q1 2026. 64 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • Janney Montgomery Scott held 17,805 shares of Baron First Principles ETF worth $417K as of Q3 2026.
  • Janney Montgomery Scott sold 8,900 Baron First Principles ETF shares in Q3 2026, an estimated $207K.
  • Baron First Principles ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2527 holding.
  • Janney Montgomery Scott first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 3 quarters since.
  • Janney Montgomery Scott's Baron First Principles ETF position peaked at $1.41M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.