Congress Holdings

Most held

BFGIX

Baron Focused Growth Fund Inst Shs

Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Rick Larsen WA-2 Joint Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) MF $1,001 - $15,000 May 13, 2026
filing 10075151, p. 2
Rick Larsen WA-2 Member Richard R Larsen IRA ⇒ acct 2092 ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) MF $1,001 - $15,000 May 13, 2026
filing 10075151, p. 7
Rick Larsen WA-2 Member Tiia Ingrid Karlen IRA ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) MF $1,001 - $15,000 May 13, 2026
filing 10075151, p. 11

How the count is made: see Most held.