P
BCSM

&Partners’s Baron SMID Cap ETF BCSM Stock Holding History

&Partners’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$533K Buy
+24,687
New +$579K ﹤0.01% 1661

Other funds holding BCSM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

&Partners's BCSM Position: Q1 2026 in Review

&Partners opened a new position in Baron SMID Cap ETF (BCSM) in Q1 2026: 24,687 shares worth $533K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

6 funds tracked by Wall St. Rank hold BCSM as of Q1 2026.

  • &Partners held 24,687 shares of Baron SMID Cap ETF worth $533K as of Q1 2026.
  • Baron SMID Cap ETF was a new &Partners position in Q1 2026.
  • Baron SMID Cap ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1661 holding.
  • 6 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.