SPIA
RONB

Steward Partners Investment Advisory’s Baron First Principles ETF RONB Stock Holding History

Steward Partners Investment Advisory’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.5K Sell
3,791
-5,596
-60% -$132K ﹤0.01% 2621
2026
Q1 		$215K Buy
+9,387
New +$226K ﹤0.01% 1979

Other funds holding RONB

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Steward Partners Investment Advisory's RONB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Baron First Principles ETF (RONB) stake by 60% in Q2 2026, selling an estimated $132K and leaving 3,791 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Steward Partners Investment Advisory first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. The position peaked at $215K in Q1 2026. 90 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Steward Partners Investment Advisory held 3,791 shares of Baron First Principles ETF worth $92.5K as of Q2 2026.
  • Steward Partners Investment Advisory sold 5,596 Baron First Principles ETF shares in Q2 2026, an estimated $132K.
  • Baron First Principles ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2621 holding.
  • Steward Partners Investment Advisory first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's Baron First Principles ETF position peaked at $215K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.