Morgan Stanley
BCFN

Morgan Stanley’s Baron Financials ETF BCFN Stock Holding History

Morgan Stanley’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 		$25.8K Buy
1,214
+317
+35% +$6.75K ﹤0.01% 6727
2026
Q1 		$18.7K Sell
897
-2,852
-76% -$64.6K ﹤0.01% 6754
2025
Q4 		$93.3K Buy
+3,749
New +$93.9K ﹤0.01% 6233

Other funds holding BCFN

BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $337M AUM 41.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's BCFN Position: Q2 2026 in Review

Morgan Stanley increased its Baron Financials ETF (BCFN) stake by 35% in Q2 2026, buying an estimated $6.75K and bringing the position to 1,214 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6727.

Morgan Stanley first reported a position in BCFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.3K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

  • Morgan Stanley held 1,214 shares of Baron Financials ETF worth $25.8K as of Q2 2026.
  • Morgan Stanley bought 317 Baron Financials ETF shares in Q2 2026, an estimated $6.75K.
  • Baron Financials ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6727 holding.
  • Morgan Stanley first reported a position in Baron Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Baron Financials ETF position peaked at $93.3K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.