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PFMPFM
Showing 8 of 31 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in INVESCO EXCHANGE TRADED FD T

Yes. Baird Financial Group holds 85,974 shares of PFM, worth $4.8M, as of its Q2 2026 13F filing. It reduced the position by 733 shares (-0.9%) from Q1 2026. Baird Financial Group has held PFM in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$4.8M

Current Shares

85,974

Total Value Change

+$1.3M

Total Shares Change

+10,717

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
85,974
-0.8%
$4.8M0.0%$55.27
0
2026-Q1
Decreased
86,707
-0.3%
$4.4M0.0%$50.75
0
2025-Q4
Increased
86,974
+1.7%
$4.5M0.0%$50.96
27
2025-Q3
Increased
85,529
+0.7%
$4.3M0.0%$50.03
27
2025-Q2
Decreased
84,938
-2.6%
$4.1M0.0%$47.33
0
2025-Q1
Increased
87,196
+9.9%
$4M0.0%$44.80
29
2024-Q4
Increased
79,366
+5.5%
$3.6M0.0%$44.71
28
2024-Q3
Increased
75,257
+1.0%
$3.5M0.0%$45.20
27

Other major holders of PFM: LPL Financial LLC

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