Pinnacle Wealth Planning Services
RONB icon

Pinnacle Wealth Planning Services’s Baron First Principles ETF RONB Stock Holding History

Pinnacle Wealth Planning Services’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 		$546K Buy
22,390
+2,160
+11% +$51K 0.05% 209
2026
Q1 		$463K Buy
+20,230
New +$487K 0.05% 233

Other funds holding RONB

DRW Securities
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's RONB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Baron First Principles ETF (RONB) stake by 11% in Q2 2026, buying an estimated $51K and bringing the position to 22,390 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #209.

Pinnacle Wealth Planning Services first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 22,390 shares of Baron First Principles ETF worth $546K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,160 Baron First Principles ETF shares in Q2 2026, an estimated $51K.
  • Baron First Principles ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #209 holding.
  • Pinnacle Wealth Planning Services first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.