Baird Financial Group
PPT

Baird Financial Group’s Franklin Premier Income Trust PPT Stock Holding History

Baird Financial Group’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$691K Buy
197,900
+4,650
+2% +$16.2K ﹤0.01% 1439
2026
Q1 		$686K Buy
193,250
+38,249
+25% +$137K ﹤0.01% 1386
2025
Q4 		$549K Buy
155,001
+18,853
+14% +$68K ﹤0.01% 1442
2025
Q3 		$502K Buy
136,148
+69,801
+105% +$257K ﹤0.01% 1468
2025
Q2 		$243K Buy
66,347
+44,250
+200% +$160K ﹤0.01% 1653
2025
Q1 		$79.8K Buy
+22,097
New +$79.3K ﹤0.01% 1730
2018
Q1 		– Sell
-15,838
Closed -$84K – 1292
2017
Q4 		$84K Buy
+15,838
New +$83.5K ﹤0.01% 1248
2017
Q1 		– Sell
-10,535
Closed -$52K – 1242
2016
Q4 		$52K Hold
10,535
– – ﹤0.01% 1185
2016
Q3 		$52K Hold
10,535
– – ﹤0.01% 1188
2016
Q2 		$50K Hold
10,535
– – ﹤0.01% 1185
2016
Q1 		$50K Hold
10,535
– – ﹤0.01% 1204
2015
Q4 		$52K Hold
10,535
– – ﹤0.01% 1221
2015
Q3 		$52K Hold
10,535
– – ﹤0.01% 1228
2015
Q2 		$54K Buy
+10,535
New +$55.1K ﹤0.01% 1292

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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

Baird Financial Group increased its Franklin Premier Income Trust (PPT) stake by 2.4% in Q2 2026, buying an estimated $16.2K and bringing the position to 197,900 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Baird Financial Group first reported a position in PPT in Q2 2015 and has held it in 14 quarters since. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Baird Financial Group held 197,900 shares of Franklin Premier Income Trust worth $691K as of Q2 2026.
  • Baird Financial Group bought 4,650 Franklin Premier Income Trust shares in Q2 2026, an estimated $16.2K.
  • Franklin Premier Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1439 holding.
  • Baird Financial Group first reported a position in Franklin Premier Income Trust in Q2 2015 and has held it in 14 quarters since.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

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