Baird Financial Group, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1648711
MILWAUKEE, WI
Position in BNY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,983,543
-$849,742 QoQ
Shares Held
84,157
-9.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $2,841,952,154 across 10 Banks - Diversified names. BNY ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,687,348 | $1,967,150,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
5,982,815 | $476,291,901 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,833,405 | $333,128,493 | |
| 4 | C |
Citigroup Inc
|
384,533 | $43,609,887 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
84,157 | $9,983,543 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
41,181 | $5,573,436 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
38,235 | $3,622,765 | |
| 8 | RY |
Royal Bank Of Canada
|
11,467 | $1,855,130 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,983,543 | 84,157 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,833,285 | 93,318 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,576,746 | 97,070 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,431,501 | 92,542 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,944,416 | 94,723 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,428,921 | 96,693 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,864,712 | 95,529 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,766,747 | 96,289 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,847,967 | 101,492 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,335,176 | 102,501 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,437,390 | 104,042 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,472,166 | 100,453 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,680,318 | 103,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,091,703 | 265,635 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,267,236 | 266,543 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $10,331,607 | 247,701 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $12,518,322 | 252,233 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $19,510,349 | 335,922 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,257,788 | 352,195 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,061,136 | 352,550 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $16,674,500 | 352,601 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,621,880 | 391,656 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,034,143 | 350,441 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,645,189 | 353,045 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $11,849,432 | 351,824 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||