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Baron Asset Fund (BARIX)
Q4 2020 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q4 2020
Q3 2019
Q2 2016
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
NEW
Shares
181
Change
+181
Value
$17.4K
Filed 2026-02-18
Dividend Assets Capital, LLC
CLOSED
Shares
0
from 10
Change
-10
(-100%)
Value
$0
(-$1)
Filed 2026-02-12
Institution
Status
Q4 2025 ↓
Q4 2020
Change
% Change
Q4 2020 Value
Q4 2025 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
NEW
181
—
+181
—
—
$17.4K
—
2026-02-18
Dividend Assets Capital, LLC
CLOSED
0
10
-10
-100%
$1
$0
-$1
2026-02-12
Showing 2 of 2 institutions