Rollins Financial Advisors’s Baron Global Durable Advantage ETF BCGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.43M Buy
103,909
+90,330
+665% +$2.27M 0.38% 39
2025
Q4
$345K Buy
+13,579
New +$343K 0.05% 117

Other funds holding BCGD

Rollins Financial Advisors's BCGD Position: Q1 2026 in Review

Rollins Financial Advisors increased its Baron Global Durable Advantage ETF (BCGD) stake by 665% in Q1 2026, buying an estimated $2.27M and bringing the position to 103,909 shares worth $2.43M. The position accounts for 0.38% of the portfolio, ranked #39.

Rollins Financial Advisors first reported a position in BCGD in Q4 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold BCGD as of Q1 2026.

  • Rollins Financial Advisors held 103,909 shares of Baron Global Durable Advantage ETF worth $2.43M as of Q1 2026.
  • Rollins Financial Advisors bought 90,330 Baron Global Durable Advantage ETF shares in Q1 2026, an estimated $2.27M.
  • Baron Global Durable Advantage ETF made up 0.38% of Rollins Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • Rollins Financial Advisors first reported a position in Baron Global Durable Advantage ETF in Q4 2025 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held Baron Global Durable Advantage ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.