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
Q2 		$592K Sell
23,754
-933
-4% -$21.7K ﹤0.01% 1738
2026
Q1 		$533K Buy
+24,687
New +$579K ﹤0.01% 1661

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

&Partners's BCSM Position: Q2 2026 in Review

&Partners reduced its Baron SMID Cap ETF (BCSM) stake by 3.8% in Q2 2026, selling an estimated $21.7K and leaving 23,754 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

&Partners first reported a position in BCSM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BCSM as of Q2 2026.

  • &Partners held 23,754 shares of Baron SMID Cap ETF worth $592K as of Q2 2026.
  • &Partners sold 933 Baron SMID Cap ETF shares in Q2 2026, an estimated $21.7K.
  • Baron SMID Cap ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1738 holding.
  • &Partners first reported a position in Baron SMID Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.