L.J. Altfest & Co’s Baron First Principles ETF RONB Stock Holding History

L.J. Altfest & Co’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	$5.64M	Buy	+231,295	New	+$5.46M	0.55%	42

Other funds holding RONB

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

L.J. Altfest & Co's RONB Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 231,295 shares worth $5.64M. The stake represents 0.55% of the portfolio and ranks #42 among its holdings.

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

L.J. Altfest & Co held 231,295 shares of Baron First Principles ETF worth $5.64M as of Q2 2026.
Baron First Principles ETF was a new L.J. Altfest & Co position in Q2 2026.
Baron First Principles ETF made up 0.55% of L.J. Altfest & Co's portfolio in Q2 2026, its #42 holding.
37 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.