Mutual Advisors’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Mutual Advisors’s Portfolio BASG Stock Details BASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$953K	Buy	+41,935	New	+$1.01M	0.02%	619

Other funds holding BASG

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return

TAFW

Tred Avon Family Wealth Easton, Maryland $301M AUM

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Mutual Advisors's BASG Position: Q1 2026 in Review

Mutual Advisors opened a new position in Brown Advisory Sustainable Growth ETF (BASG) in Q1 2026: 41,935 shares worth $953K. The stake represents 0.02% of the portfolio and ranks #619 among its holdings.

15 funds tracked by Wall St. Rank hold BASG as of Q1 2026.

Mutual Advisors held 41,935 shares of Brown Advisory Sustainable Growth ETF worth $953K as of Q1 2026.
Brown Advisory Sustainable Growth ETF was a new Mutual Advisors position in Q1 2026.
Brown Advisory Sustainable Growth ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #619 holding.
15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.