Position in SF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$581,253
-$25,999 QoQ
Shares Held
8,331
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 592 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $1,011,763,729 across 19 Capital Markets names. SF ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,722,348 | $804,811,049 | |
| 2 | GS |
Goldman Sachs Group Inc
|
110,233 | $111,486,347 | |
| 3 | MS |
Morgan Stanley
|
327,172 | $68,392,034 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
78,396 | $7,861,550 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
50,337 | $4,381,331 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
20,327 | $2,726,460 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
36,253 | $2,270,525 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6,767 | $1,906,128 |
All Filings in SF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,253 | 8,331 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $607,252 | 8,215 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $661,161 | 5,280 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $553,620 | 4,879 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $511,324 | 4,927 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $461,308 | 4,894 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $516,185 | 4,866 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $455,039 | 4,846 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $328,185 | 3,900 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $304,862 | 3,900 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $262,631 | 3,798 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $240,168 | 3,909 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $233,249 | 3,909 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $232,932 | 3,942 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $228,634 | 3,917 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $995,531 | 17,771 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,186,145 | 17,469 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,265,096 | 17,965 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,218,183 | 17,925 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $243,289 | 3,751 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $240,289 | 3,751 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||