SageView Advisory Group’s Baron SMID Cap ETF BCSM Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-200	Closed	-$4.84K	–	2618
2025 Q4	$4.84K	Buy	+200	New	+$4.89K	﹤0.01%	1979

Other funds holding BCSM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's BCSM Position: Q1 2026 in Review

SageView Advisory Group sold out of Baron SMID Cap ETF (BCSM) in Q1 2026, closing a stake of 200 shares — an estimated $4.84K sold.

SageView Advisory Group first reported a position in BCSM in Q4 2025 and held it in 1 quarter. The position peaked at $4.84K in Q4 2025. 6 funds tracked by Wall St. Rank hold BCSM as of Q1 2026.

SageView Advisory Group reported no remaining Baron SMID Cap ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 200 Baron SMID Cap ETF shares in Q1 2026, an estimated $4.84K.
SageView Advisory Group first reported a position in Baron SMID Cap ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Baron SMID Cap ETF position peaked at $4.84K in Q4 2025.
6 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.