Baird Financial Group
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Baird Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Baird Financial Group’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175K Buy
30,096
+1,500
+5% +$8.65K ﹤0.01% 1885
2026
Q1 		$159K Sell
28,596
-35,954
-56% -$215K ﹤0.01% 1795
2025
Q4 		$405K Buy
64,550
+12,370
+24% +$77K ﹤0.01% 1542
2025
Q3 		$331K Buy
52,180
+26,987
+107% +$178K ﹤0.01% 1600
2025
Q2 		$172K Buy
25,193
+180
+0.7% +$1.17K ﹤0.01% 1719
2025
Q1 		$164K Sell
25,013
-108,541
-81% -$750K ﹤0.01% 1693
2024
Q4 		$928K Buy
133,554
+940
+0.7% +$6.76K ﹤0.01% 1205
2024
Q3 		$942K Buy
132,614
+4,792
+4% +$32.9K ﹤0.01% 1193
2024
Q2 		$869K Buy
+127,822
New +$869K ﹤0.01% 1216
2023
Q1 		– Sell
-103,388
Closed -$589K – 1760
2022
Q4 		$589K Sell
103,388
-88,938
-46% -$532K ﹤0.01% 1231
2022
Q3 		$1.06M Buy
192,326
+4,256
+2% +$27.5K ﹤0.01% 1034
2022
Q2 		$1.18M Buy
188,070
+7,582
+4% +$52.6K ﹤0.01% 1021
2022
Q1 		$1.46M Sell
180,488
-21,772
-11% -$168K ﹤0.01% 1002
2021
Q4 		$1.7M Buy
202,260
+7,727
+4% +$65.3K ﹤0.01% 995
2021
Q3 		$1.67M Sell
194,533
-26,021
-12% -$227K ﹤0.01% 1004
2021
Q2 		$1.99M Buy
220,554
+8,359
+4% +$70.2K 0.01% 925
2021
Q1 		$1.62M Buy
212,195
+6,870
+3% +$50.2K ﹤0.01% 964
2020
Q4 		$1.42M Sell
205,325
-645
-0.3% -$4.14K ﹤0.01% 901
2020
Q3 		$1.24M Sell
205,970
-3,179
-2% -$19K ﹤0.01% 887
2020
Q2 		$1.2M Sell
209,149
-3,607
-2% -$19.5K ﹤0.01% 877
2020
Q1 		$1.03M Sell
212,756
-6,779
-3% -$41.9K ﹤0.01% 880
2019
Q4 		$1.49M Buy
219,535
+2,644
+1% +$17.3K 0.01% 857
2019
Q3 		$1.39M Buy
216,891
+6,330
+3% +$40K 0.01% 884
2019
Q2 		$1.35M Buy
210,561
+11,761
+6% +$73.4K 0.01% 896
2019
Q1 		$1.22M Buy
198,800
+15,470
+8% +$91.4K 0.01% 800
2018
Q4 		$986K Sell
183,330
-6,716
-4% -$39.9K 0.01% 804
2018
Q3 		$1.3M Buy
190,046
+999
+0.5% +$6.64K 0.01% 783
2018
Q2 		$1.21M Buy
189,047
+18,750
+11% +$119K 0.01% 784
2018
Q1 		$1.04M Buy
+170,297
New +$1.08M 0.01% 813

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Baird Financial Group increased its Liberty All-Star Equity Fund (USA) stake by 5.2% in Q2 2026, buying an estimated $8.65K and bringing the position to 30,096 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Baird Financial Group first reported a position in USA in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.99M in Q2 2021. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Baird Financial Group held 30,096 shares of Liberty All-Star Equity Fund worth $175K as of Q2 2026.
  • Baird Financial Group bought 1,500 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $8.65K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1885 holding.
  • Baird Financial Group first reported a position in Liberty All-Star Equity Fund in Q1 2018 and has held it in 29 quarters since.
  • Baird Financial Group's Liberty All-Star Equity Fund position peaked at $1.99M in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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