Baird Financial Group
CSM icon

Baird Financial Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Baird Financial Group’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.55M Sell
34,064
-137
-0.4% -$10.7K ﹤0.01% 971
2025
Q4 		$2.73M Sell
34,201
-1,017
-3% -$79.4K ﹤0.01% 946
2025
Q3 		$2.7M Sell
35,218
-1,444
-4% -$106K ﹤0.01% 948
2025
Q2 		$2.58M Sell
36,662
-3,917
-10% -$255K ﹤0.01% 930
2025
Q1 		$2.59M Sell
40,579
-3,065
-7% -$204K 0.01% 891
2024
Q4 		$2.89M Buy
43,644
+2,679
+7% +$179K 0.01% 861
2024
Q3 		$2.68M Sell
40,965
-1,529
-4% -$96K 0.01% 868
2024
Q2 		$2.64M Sell
42,494
-534
-1% -$31.9K 0.01% 879
2024
Q1 		$2.61M Sell
43,028
-871
-2% -$50K 0.01% 869
2023
Q4 		$2.4M Buy
43,899
+668
+2% +$34K 0.01% 884
2023
Q3 		$2.11M Sell
43,231
-974
-2% -$49.8K 0.01% 885
2023
Q2 		$2.26M Sell
44,205
-32
-0.1% -$1.54K 0.01% 877
2023
Q1 		$2.11M Buy
44,237
+4,502
+11% +$213K 0.01% 866
2022
Q4 		$1.78M Buy
39,735
+3,866
+11% +$176K ﹤0.01% 912
2022
Q3 		$1.52M Buy
35,869
+844
+2% +$39.6K ﹤0.01% 931
2022
Q2 		$1.56M Buy
35,025
+2,036
+6% +$100K ﹤0.01% 940
2022
Q1 		$1.78M Buy
32,989
+5,049
+18% +$267K ﹤0.01% 950
2021
Q4 		$1.56M Sell
27,940
-3,474
-11% -$186K ﹤0.01% 1033
2021
Q3 		$1.57M Buy
31,414
+1,662
+6% +$85K ﹤0.01% 1028
2021
Q2 		$1.48M Buy
29,752
+964
+3% +$46.5K ﹤0.01% 1031
2021
Q1 		$1.31M Buy
28,788
+3,532
+14% +$156K ﹤0.01% 1031
2020
Q4 		$1.06M Buy
25,256
+1,216
+5% +$48.6K ﹤0.01% 977
2020
Q3 		$917K Sell
24,040
-6,052
-20% -$228K ﹤0.01% 968
2020
Q2 		$1.07M Sell
30,092
-3,750
-11% -$126K ﹤0.01% 911
2020
Q1 		$1M Buy
33,842
+214
+0.6% +$7.71K ﹤0.01% 891
2019
Q4 		$1.3M Buy
33,628
+2,920
+10% +$108K ﹤0.01% 898
2019
Q3 		$1.09M Sell
30,708
-1,152
-4% -$40.7K ﹤0.01% 955
2019
Q2 		$1.12M Buy
31,860
+2,344
+8% +$81.6K ﹤0.01% 947
2019
Q1 		$1.01M Buy
29,516
+2,286
+8% +$75.8K 0.01% 852
2018
Q4 		$825K Buy
27,230
+6,690
+33% +$222K 0.01% 849
2018
Q3 		$743K Buy
20,540
+14,498
+240% +$512K ﹤0.01% 930
2018
Q2 		$204K Buy
+6,042
New +$204K ﹤0.01% 1238

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group's CSM Position: Q1 2026 in Review

Baird Financial Group reduced its ProShares Large Cap Core Plus (CSM) stake by 0.4% in Q1 2026, selling an estimated $10.7K and leaving 34,064 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Baird Financial Group first reported a position in CSM in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.89M in Q4 2024. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Baird Financial Group held 34,064 shares of ProShares Large Cap Core Plus worth $2.55M as of Q1 2026.
  • Baird Financial Group sold 137 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $10.7K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #971 holding.
  • Baird Financial Group first reported a position in ProShares Large Cap Core Plus in Q2 2018 and has held it in 32 quarters since.
  • Baird Financial Group's ProShares Large Cap Core Plus position peaked at $2.89M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.