Baird Financial Group
PAI

Baird Financial Group’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Baird Financial Group’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Sell
31,000
-472
-1% -$5.74K ﹤0.01% 1651
2026
Q1 		$381K Sell
31,472
-321
-1% -$4.01K ﹤0.01% 1559
2025
Q4 		$397K Sell
31,793
-215
-0.7% -$2.7K ﹤0.01% 1553
2025
Q3 		$410K Buy
32,008
+226
+0.7% +$2.89K ﹤0.01% 1535
2025
Q2 		$413K Buy
31,782
+14,644
+85% +$181K ﹤0.01% 1479
2025
Q1 		$220K Buy
17,138
+69
+0.4% +$868 ﹤0.01% 1665
2024
Q4 		$214K Buy
17,069
+221
+1% +$2.79K ﹤0.01% 1659
2024
Q3 		$217K Buy
16,848
+1,013
+6% +$12.6K ﹤0.01% 1647
2024
Q2 		$191K Buy
+15,835
New +$190K ﹤0.01% 1687

Other funds holding PAI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

Baird Financial Group reduced its Western Asset Investment Grade Income Fund (PAI) stake by 1.5% in Q2 2026, selling an estimated $5.74K and leaving 31,000 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Baird Financial Group first reported a position in PAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $413K in Q2 2025. 38 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

  • Baird Financial Group held 31,000 shares of Western Asset Investment Grade Income Fund worth $376K as of Q2 2026.
  • Baird Financial Group sold 472 Western Asset Investment Grade Income Fund shares in Q2 2026, an estimated $5.74K.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1651 holding.
  • Baird Financial Group first reported a position in Western Asset Investment Grade Income Fund in Q2 2024 and has held it in 9 quarters since.
  • Baird Financial Group's Western Asset Investment Grade Income Fund position peaked at $413K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

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