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

Navis Wealth 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 Q3	$268K	Buy	+9,459	New	+$263K	0.1%	161

Other funds holding BASG

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Navis Wealth Advisors's BASG Position: Q3 2026 in Review

Navis Wealth Advisors opened a new position in Brown Advisory Sustainable Growth ETF (BASG) in Q3 2026: 9,459 shares worth $268K. The stake represents 0.1% of the portfolio and ranks #161 among its holdings.

13 funds tracked by Wall St. Rank hold BASG as of Q3 2026.

Navis Wealth Advisors held 9,459 shares of Brown Advisory Sustainable Growth ETF worth $268K as of Q3 2026.
Brown Advisory Sustainable Growth ETF was a new Navis Wealth Advisors position in Q3 2026.
Brown Advisory Sustainable Growth ETF made up 0.1% of Navis Wealth Advisors's portfolio in Q3 2026, its #161 holding.
13 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q3 2026.

Based on Navis Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.