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
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 $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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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

Morgan Stanley's BCFN Position: Q1 2026 in Review

Morgan Stanley reduced its Baron Financials ETF (BCFN) stake by 76% in Q1 2026, selling an estimated $64.6K and leaving 897 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6754.

Morgan Stanley first reported a position in BCFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $93.3K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q1 2026.

  • Morgan Stanley held 897 shares of Baron Financials ETF worth $18.7K as of Q1 2026.
  • Morgan Stanley sold 2,852 Baron Financials ETF shares in Q1 2026, an estimated $64.6K.
  • Baron Financials ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6754 holding.
  • Morgan Stanley first reported a position in Baron Financials ETF in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.