Baird Financial Group, Inc.
Position in BGH — Barings Global Short Duration High Yield Fund
CIK 1648711
MILWAUKEE, WI
Position in BGH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$340,352
-$31,400 QoQ
Shares Held
24,916
+0.6% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 52 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BGH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $572,520,353 across 154 Asset Management names. BGH ranks #123 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
163,584 | $157,320,367 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
1,088,961 | $51,965,218 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
711,961 | $26,164,566 | |
| 4 | RJF |
Raymond James Financial Inc
|
154,569 | $22,380,044 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
2,075,806 | $21,380,801 | |
| 6 | ARCC |
Ares Capital Corp
|
1,090,155 | $19,644,592 | |
| 7 | BX |
Blackstone Inc.
|
153,210 | $17,617,617 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
481,001 | $17,046,675 |
All Filings in BGH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,352 | 24,916 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $371,752 | 24,767 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $382,897 | 24,767 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $381,411 | 24,767 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $379,013 | 25,067 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $389,597 | 25,233 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $382,338 | 25,187 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $363,952 | 25,187 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $360,174 | 25,187 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $357,786 | 26,621 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $338,086 | 26,621 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $282,889 | 21,694 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $279,852 | 21,694 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $249,719 | 19,694 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $268,423 | 21,966 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $285,100 | 21,914 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $358,607 | 23,136 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $343,279 | 19,797 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $273,976 | 16,022 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $251,981 | 14,753 | Shares | Defined | 2021-08-11 | |
| 2020-03-31 | $622,100 | 55,894 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||