DOSSIER · 13F Holders · Q2 2026
BGRFX

Baron Growth Retail

2 institutions still hold Baron Growth Retail as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 068278209·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$384K
visible holders
Holders
2
filers reporting
Concentration
95.95%
Fortune Financial Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported BGRFX in Q2 2026. Fortune Financial Group, Inc. leads at 95.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fortune Financial Group, Inc.
CIK 0002106311
$369K7K0.29%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$16K2800.00%Q1 2026