OC
RONB

Oppenheimer & Co’s Baron First Principles ETF RONB Stock Holding History

Oppenheimer & Co’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
68,211
+15,357
+29% +$363K 0.02% 722
2026
Q1 		$1.21M Buy
+52,854
New +$1.27M 0.01% 787

Other funds holding RONB

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Oppenheimer & Co's RONB Position: Q2 2026 in Review

Oppenheimer & Co increased its Baron First Principles ETF (RONB) stake by 29% in Q2 2026, buying an estimated $363K and bringing the position to 68,211 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #722.

Oppenheimer & Co first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Oppenheimer & Co held 68,211 shares of Baron First Principles ETF worth $1.66M as of Q2 2026.
  • Oppenheimer & Co bought 15,357 Baron First Principles ETF shares in Q2 2026, an estimated $363K.
  • Baron First Principles ETF made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #722 holding.
  • Oppenheimer & Co first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.