Kerr Financial Planning’s Baron Financials ETF BCFN Stock Holding History

Kerr Financial Planning’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	–	Sell	-387	Closed	-$8.39K	–	552
2026 Q1	$8.39K	Buy	+387	New	+$8.76K	0.01%	380

Other funds holding BCFN

BFO

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Kerr Financial Planning's BCFN Position: Q2 2026 in Review

Kerr Financial Planning sold out of Baron Financials ETF (BCFN) in Q2 2026, closing a stake of 387 shares — an estimated $8.39K sold.

Kerr Financial Planning first reported a position in BCFN in Q1 2026 and held it in 1 quarter. The position peaked at $8.39K in Q1 2026. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

Kerr Financial Planning reported no remaining Baron Financials ETF position as of Q2 2026 after selling out during the quarter.
Kerr Financial Planning sold 387 Baron Financials ETF shares in Q2 2026, an estimated $8.39K.
Kerr Financial Planning first reported a position in Baron Financials ETF in Q1 2026 and held it in 1 quarter.
Kerr Financial Planning's Baron Financials ETF position peaked at $8.39K in Q1 2026.
9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.