RCM
BFOR icon

RMR Capital Management’s Barron's 400 ETF BFOR Stock Holding History

RMR Capital Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
44,428
-780
-2% -$17.5K 0.73% 42
2026
Q1 		$938K Sell
45,208
-108
-0.2% -$2.31K 0.68% 42
2025
Q4 		$933K Buy
45,316
+8
+0% +$162 0.67% 42
2025
Q3 		$920K Buy
45,308
+8
+0% +$159 0.64% 42
2025
Q2 		$872K Sell
45,300
-1,748
-4% -$31.2K 0.62% 41
2025
Q1 		$817K Sell
47,048
-48
-0.1% -$877 0.58% 41
2024
Q4 		$857K Buy
47,096
+12
+0% +$224 0.63% 42
2024
Q3 		$844K Sell
47,084
-2,528
-5% -$43.5K 0.69% 38
2024
Q2 		$822K Buy
49,612
+40
+0.1% +$660 0.75% 38
2024
Q1 		$842K Sell
49,572
-4,276
-8% -$68.1K 0.77% 39
2023
Q4 		$837K Buy
+53,848
New +$775K 0.95% 30

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $195M AUM 27.62% 1-Year Est. Return

RMR Capital Management's BFOR Position: Q2 2026 in Review

RMR Capital Management reduced its Barron's 400 ETF (BFOR) stake by 1.7% in Q2 2026, selling an estimated $17.5K and leaving 44,428 shares worth $1.06M. The position accounts for 0.73% of the portfolio, ranked #42.

RMR Capital Management first reported a position in BFOR in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • RMR Capital Management held 44,428 shares of Barron's 400 ETF worth $1.06M as of Q2 2026.
  • RMR Capital Management sold 780 Barron's 400 ETF shares in Q2 2026, an estimated $17.5K.
  • Barron's 400 ETF made up 0.73% of RMR Capital Management's portfolio in Q2 2026, its #42 holding.
  • RMR Capital Management first reported a position in Barron's 400 ETF in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.