Sterling Investment Counsel’s Baron Financials ETF BCFN Stock Holding History

Sterling Investment Counsel’s Portfolio BCFN Stock Details BCFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,878	Closed	-$727K	–	207
2026 Q1	$727K	Buy	34,878 +4,212	+14%	+$95.4K	0.2%	75
2025 Q4	$763K	Buy	+30,666	New	+$768K	0.22%	70

Other funds holding BCFN

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Sterling Investment Counsel's BCFN Position: Q2 2026 in Review

Sterling Investment Counsel sold out of Baron Financials ETF (BCFN) in Q2 2026, closing a stake of 34,878 shares — an estimated $727K sold.

Sterling Investment Counsel first reported a position in BCFN in Q4 2025 and held it in 2 quarters. The position peaked at $763K in Q4 2025. 1 fund tracked by Wall St. Rank holds BCFN as of Q2 2026.

Sterling Investment Counsel reported no remaining Baron Financials ETF position as of Q2 2026 after selling out during the quarter.
Sterling Investment Counsel sold 34,878 Baron Financials ETF shares in Q2 2026, an estimated $727K.
Sterling Investment Counsel first reported a position in Baron Financials ETF in Q4 2025 and held it in 2 quarters.
Sterling Investment Counsel's Baron Financials ETF position peaked at $763K in Q4 2025.
1 fund tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.