Osaic Holdings
BCFN

Osaic Holdings’s Baron Financials ETF BCFN Stock Holding History

Osaic Holdings’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 		$15.4K Sell
738
-15,502
-95% -$351K ﹤0.01% 6031
2025
Q4 		$404K Buy
+16,240
New +$407K ﹤0.01% 3532

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Osaic Holdings's BCFN Position: Q1 2026 in Review

Osaic Holdings reduced its Baron Financials ETF (BCFN) stake by 95% in Q1 2026, selling an estimated $351K and leaving 738 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6031.

Osaic Holdings first reported a position in BCFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $404K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q1 2026.

  • Osaic Holdings held 738 shares of Baron Financials ETF worth $15.4K as of Q1 2026.
  • Osaic Holdings sold 15,502 Baron Financials ETF shares in Q1 2026, an estimated $351K.
  • Baron Financials ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6031 holding.
  • Osaic Holdings first reported a position in Baron Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's Baron Financials ETF position peaked at $404K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.