Baird Financial Group, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1648711
MILWAUKEE, WI
Position in CFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,851,724
+$2,457,126 QoQ
Shares Held
226,227
+1.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#161
of 1,098 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $341,274,557 across 48 Banks - Regional names. CFG ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
1,700,555 | $102,713,521 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
383,471 | $94,418,229 | |
| 3 | FITB |
Fifth Third Bancorp
|
827,325 | $46,636,309 | |
| 4 | TFC |
Truist Financial Corp
|
343,302 | $17,103,305 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
226,227 | $15,851,724 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
883,320 | $15,661,262 | |
| 7 | WAFD |
Wafd Inc
|
199,414 | $7,651,515 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
46,215 | $3,534,060 |
All Filings in CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,851,724 | 226,227 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,394,598 | 223,355 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $13,077,882 | 223,898 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,744,532 | 220,928 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,979,384 | 223,003 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,056,089 | 221,042 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,482,616 | 216,696 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,779,246 | 213,763 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,136,172 | 198,062 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,122,427 | 86,041 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,403,378 | 102,697 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,783,876 | 103,876 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,596,680 | 99,566 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,990,806 | 98,479 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,402,746 | 111,830 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,258,427 | 94,832 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $3,365,851 | 94,308 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $4,136,860 | 91,261 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,839,157 | 81,252 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,853,158 | 82,017 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,344,794 | 72,919 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $3,204,406 | 72,580 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,677,136 | 74,864 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,836,566 | 72,649 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,322,685 | 92,024 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $2,181,207 | 115,960 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||