LPL Financial’s Baron Financials ETF BCFN Stock Holding History

LPL Financial’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 Q1	–	Sell	-16,300	Closed	-$406K	–	6206
2025 Q4	$406K	Buy	+16,300	New	+$408K	﹤0.01%	4908

Other funds holding BCFN

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

LPL Financial's BCFN Position: Q1 2026 in Review

LPL Financial sold out of Baron Financials ETF (BCFN) in Q1 2026, closing a stake of 16,300 shares — an estimated $406K sold.

LPL Financial first reported a position in BCFN in Q4 2025 and held it in 1 quarter. The position peaked at $406K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q1 2026.

LPL Financial reported no remaining Baron Financials ETF position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 16,300 Baron Financials ETF shares in Q1 2026, an estimated $406K.
LPL Financial first reported a position in Baron Financials ETF in Q4 2025 and held it in 1 quarter.
LPL Financial's Baron Financials ETF position peaked at $406K in Q4 2025.
9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.