Baron Generational GR FD-RetBGRFX
13F holders, Q2 2026 (June 30)1holders
1new positions
0sold out
$54.31avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Baron Generational GR FD-Ret (BGRFX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holder was Fortune Financial Group, Inc. ($369K).
- Company
- Baron Generational GR FD-Ret
- CUSIP
- 068278209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $369K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 6,789 shares bought, net +6,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fortune Financial Group, Inc. | 0.29% | New | 6,789 | $369K |
"% of holder's portfolio" is BGRFX's weight in each manager's 13F, not the share of Baron Generational GR FD-Ret the manager owns.