Baird Financial Group
SBNY

Baird Financial Group’s Signature Bank SBNY Stock Holding History

Baird Financial Group’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,353
Closed -$242K – 1888
2022
Q2 		$242K Buy
+1,353
New +$303K ﹤0.01% 1633
2022
Q1 		– Sell
-645
Closed -$209K – 1964
2021
Q4 		$209K Buy
+645
New +$201K ﹤0.01% 1809
2018
Q3 		– Sell
-1,685
Closed -$215K – 1386
2018
Q2 		$215K Sell
1,685
-65
-4% -$8.52K ﹤0.01% 1227
2018
Q1 		$248K Sell
1,750
-859
-33% -$129K ﹤0.01% 1166
2017
Q4 		$358K Sell
2,609
-12
-0.5% -$1.58K ﹤0.01% 1095
2017
Q3 		$336K Buy
2,621
+638
+32% +$83.8K ﹤0.01% 1082
2017
Q2 		$285K Buy
+1,983
New +$281K ﹤0.01% 1101

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return