Baird Financial Group, Inc.
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,461,690 | 23,919 | Shares | Defined | 2026-02-13 |
| 2025-09-30 | $1,626,013 | 23,919 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $1,753,262 | 23,919 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $1,801,857 | 23,419 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $2,026,914 | 23,419 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $2,377,433 | 24,419 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $1,953,958 | 25,419 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $2,202,582 | 25,484 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $2,175,358 | 25,419 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $1,015 | 14 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $8,338,598 | 96,983 | Shares | Defined | 2023-08-11 |
| 2023-03-31 | $6,924,170 | 97,195 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $7,124,396 | 98,553 | Shares | Defined | 2023-02-13 |
| 2022-09-30 | $7,167,810 | 98,880 | Shares | Defined | 2022-11-15 |
| 2022-06-30 | $7,553,531 | 98,443 | Shares | Defined | 2022-08-08 |
| 2022-03-31 | $8,696,035 | 105,496 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $6,389 | 67 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $6,337,044 | 75,235 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $2,365 | 33 | Shares | Defined | 2021-08-11 |
| 2021-03-31 | $7,087,871 | 98,388 | Shares | Defined | 2021-05-13 |