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
Q2 		$327K Buy
15,408
+14,670
+1,988% +$313K ﹤0.01% 4019
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 $761M AUM 31.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $337M AUM 41.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's BCFN Position: Q2 2026 in Review

Osaic Holdings increased its Baron Financials ETF (BCFN) stake by 1,988% in Q2 2026, buying an estimated $313K and bringing the position to 15,408 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

Osaic Holdings first reported a position in BCFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $404K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

  • Osaic Holdings held 15,408 shares of Baron Financials ETF worth $327K as of Q2 2026.
  • Osaic Holdings bought 14,670 Baron Financials ETF shares in Q2 2026, an estimated $313K.
  • Baron Financials ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4019 holding.
  • Osaic Holdings first reported a position in Baron Financials ETF in Q4 2025 and has held it in 3 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 Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.