Kelleher Financial Advisors’s Baron First Principles ETF RONB Stock Holding History

Kelleher Financial 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	$555K	Buy	+22,760	New	+$538K	0.08%	151

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

Kelleher Financial Advisors's RONB Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 22,760 shares worth $555K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

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

Kelleher Financial Advisors held 22,760 shares of Baron First Principles ETF worth $555K as of Q2 2026.
Baron First Principles ETF was a new Kelleher Financial Advisors position in Q2 2026.
Baron First Principles ETF made up 0.08% of Kelleher Financial Advisors's portfolio in Q2 2026, its #151 holding.
90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.