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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

RMR Capital Management's BFOR Position: Q1 2026 in Review

RMR Capital Management reduced its Barron's 400 ETF (BFOR) stake by 0.24% in Q1 2026, selling an estimated $2.31K and leaving 45,208 shares worth $938K. The position accounts for 0.68% of the portfolio, ranked #42.

RMR Capital Management first reported a position in BFOR in Q4 2023 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold BFOR as of Q1 2026.

  • RMR Capital Management held 45,208 shares of Barron's 400 ETF worth $938K as of Q1 2026.
  • RMR Capital Management sold 108 Barron's 400 ETF shares in Q1 2026, an estimated $2.31K.
  • Barron's 400 ETF made up 0.68% of RMR Capital Management's portfolio in Q1 2026, its #42 holding.
  • RMR Capital Management first reported a position in Barron's 400 ETF in Q4 2023 and has held it in 10 quarters since.
  • 41 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2026.

Based on RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.