Position in MBWM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,003,414
+$120,927 QoQ
Shares Held
17,475
0.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 206 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Baird Financial Group, Inc. holds $341,274,557 across 48 Banks - Regional names. MBWM ranks #21 (0.3% 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
|
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 MBWM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,414 | 17,475 | Shares | Defined | 2026-08-12 | |
| 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 | $591,793 | 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. | ||||||