| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 31 | 31 | 0.08% | 1.00% | 2.71% | Q2 2016 | Q4 2023 | 31 |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.54% | 0.77% | 0.93% | Q3 2016 | Q4 2017 | 6 |
| GLENMEDE TRUST CO NA | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 5 |
| True Link Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
| Lake Point Wealth Management | 3 | 1 | 1.33% | 3.34% | 4.18% | Q4 2018 | Q4 2019 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 1.37% | 1.43% | 1.50% | Q1 2017 | Q3 2017 | 3 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.19% | 0.76% | 1.90% | Q4 2022 | Q2 2023 | 3 |
| Community Bank, N.A. | 3 | 3 | 1.07% | 1.16% | 1.25% | Q2 2017 | Q4 2017 | 3 |
| MOTCO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
| Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| Cutler Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
| Arvest Bank Trust Division | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
This page lists all the filers that currently own BARON SELECT FUNDS or have owned BARON SELECT FUNDS in the past.