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FUMBFUMB
7 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in FIRST TR EXCH TRADED FD III

Yes. Baird Financial Group holds 124,370 shares of FUMB, worth $2.5M, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Baird Financial Group has held FUMB since Q4 2024, across 7 quarterly 13F filings.

Current Value

$2.5M

Current Shares

124,370

Total Value Change

+$2.3M

Total Shares Change

+114,370

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
124,370
0.0%
$2.5M0.0%$19.88
0
2026-Q1
Increased
124,370
+6.4%
$2.5M0.0%$19.74
28
2025-Q4
Decreased
116,870
-7.9%
$2.3M0.0%$19.62
0
2025-Q3
Increased
126,870
+915.0%
$2.6M0.0%$19.52
42
2025-Q2
Unchanged
12,500
0.0%
$251,2500.0%$19.38
0
2025-Q1
Increased
12,500
+25.0%
$251,1880.0%$19.24
28
2024-Q4
New
10,000
-
$200,9000.0%$19.08
32

Other major holders of FUMB: LPL Financial LLC, Rockefeller Capital Management L.P., MORGAN STANLEY

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