UBS Group
BCSM

UBS Group’s Baron SMID Cap ETF BCSM Stock Holding History

UBS 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
Q2 		– Sell
-274
Closed -$5.91K – 11598
2026
Q1 		$5.91K Buy
+274
New +$6.42K ﹤0.01% 8734

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

UBS Group's BCSM Position: Q2 2026 in Review

UBS Group sold out of Baron SMID Cap ETF (BCSM) in Q2 2026, closing a stake of 274 shares — an estimated $5.91K sold.

UBS Group first reported a position in BCSM in Q1 2026 and held it in 1 quarter. The position peaked at $5.91K in Q1 2026. 5 funds tracked by Wall St. Rank hold BCSM as of Q2 2026.

  • UBS Group reported no remaining Baron SMID Cap ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 274 Baron SMID Cap ETF shares in Q2 2026, an estimated $5.91K.
  • UBS Group first reported a position in Baron SMID Cap ETF in Q1 2026 and held it in 1 quarter.
  • UBS Group's Baron SMID Cap ETF position peaked at $5.91K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.