Baird Financial Group
ASG

Baird Financial Group’s Liberty All-Star Growth Fund ASG Stock Holding History

Baird Financial Group’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Hold
21,989
– – ﹤0.01% 1902
2026
Q1 		$104K Buy
21,989
+82
+0.4% +$422 ﹤0.01% 1811
2025
Q4 		$116K Buy
21,907
+277
+1% +$1.5K ﹤0.01% 1769
2025
Q3 		$120K Buy
21,630
+4,181
+24% +$23K ﹤0.01% 1766
2025
Q2 		$95.4K Buy
17,449
+59
+0.3% +$299 ﹤0.01% 1744
2025
Q1 		$85K Buy
+17,390
New +$94K ﹤0.01% 1726

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group's ASG Position: Q2 2026 in Review

Baird Financial Group held its Liberty All-Star Growth Fund (ASG) position steady in Q2 2026 at 21,989 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Baird Financial Group first reported a position in ASG in Q1 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Baird Financial Group held 21,989 shares of Liberty All-Star Growth Fund worth $120K as of Q2 2026.
  • Baird Financial Group left its Liberty All-Star Growth Fund share count unchanged in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1902 holding.
  • Baird Financial Group first reported a position in Liberty All-Star Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.