Jeff Yass’s Baron Financials ETF BCFN Stock Holding History

Jeff Yass’s Portfolio BCFN Stock Details BCFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	51,595 +28,751	+126%	+$613K	﹤0.01%	7969
2026 Q1	$476K	Sell	22,844 -1,875	-8%	-$42.4K	﹤0.01%	9807
2025 Q4	$615K	Buy	+24,719	New	+$619K	﹤0.01%	8319

Other funds holding BCFN

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $337M AUM 41.2% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's BCFN Position: Q2 2026 in Review

Jeff Yass increased its Baron Financials ETF (BCFN) stake by 126% in Q2 2026, buying an estimated $613K and bringing the position to 51,595 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #7969.

Jeff Yass first reported a position in BCFN in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

Jeff Yass held 51,595 shares of Baron Financials ETF worth $1.1M as of Q2 2026.
Jeff Yass bought 28,751 Baron Financials ETF shares in Q2 2026, an estimated $613K.
Baron Financials ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7969 holding.
Jeff Yass first reported a position in Baron Financials ETF in Q4 2025 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.