Position in MBWM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$882,487
+$33,234 QoQ
Shares Held
17,475
-1.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $290,662,619 across 44 Banks - Regional names. MBWM ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
1,723,048 | $89,615,725 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
404,438 | $84,159,502 | |
| 3 | FITB |
Fifth Third Bancorp
|
816,413 | $37,930,547 | |
| 4 | TFC |
Truist Financial Corp
|
309,589 | $14,231,805 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
223,355 | $13,394,598 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
722,621 | $11,309,018 | |
| 7 | WAFD |
Wafd Inc
|
200,139 | $6,284,364 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
55,396 | $3,672,200 |
All Filings in MBWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $882,487 | 17,475 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $849,253 | 17,656 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $789,975 | 17,555 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $823,545 | 17,745 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $770,842 | 17,745 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $794,813 | 17,865 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $781,057 | 17,865 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $846,493 | 20,865 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $803,093 | 20,865 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $838,490 | 20,765 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $647,316 | 20,942 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $578,694 | 20,952 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $544,384 | 17,802 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $592,963 | 17,711 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $525,124 | 17,675 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $564,716 | 17,675 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $626,048 | 17,675 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $619,155 | 17,675 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $566,130 | 17,675 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $534,993 | 17,715 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $575,206 | 17,715 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $481,316 | 17,715 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $319,224 | 17,715 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $400,359 | 17,715 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $375,026 | 17,715 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||