KAS
RONB

Kestra Advisory Services’s Baron First Principles ETF RONB Stock Holding History

Kestra Advisory Services’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 		$830K Buy
34,018
+16,787
+97% +$397K ﹤0.01% 1970
2026
Q1 		$394K Buy
17,231
+16,431
+2,054% +$395K ﹤0.01% 2410
2025
Q4 		$20K Buy
+800
New +$20.2K ﹤0.01% 4519

Other funds holding RONB

DS
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
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
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Kestra Advisory Services's RONB Position: Q2 2026 in Review

Kestra Advisory Services increased its Baron First Principles ETF (RONB) stake by 97% in Q2 2026, buying an estimated $397K and bringing the position to 34,018 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Kestra Advisory Services first reported a position in RONB in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Kestra Advisory Services held 34,018 shares of Baron First Principles ETF worth $830K as of Q2 2026.
  • Kestra Advisory Services bought 16,787 Baron First Principles ETF shares in Q2 2026, an estimated $397K.
  • Baron First Principles ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1970 holding.
  • Kestra Advisory Services first reported a position in Baron First Principles ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.