BRADLEY FOSTER & SARGENT INC/CT
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1015086
HARTFORD, CT
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$364,347
+$137,025 QoQ
Shares Held
6,911
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#138
of 180 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,347 | 6,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $227,322 | 6,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $229,736 | 6,899 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $225,524 | 6,602 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||