JFGIW
BAI

Johnson Financial Group Inc (Wisconsin)’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.8K Buy
148
+83
+128% +$3.77K ﹤0.01% 651
2026
Q1 		$2.14K Buy
+65
New +$2.23K ﹤0.01% 779

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DWM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Johnson Financial Group Inc (Wisconsin)'s BAI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 128% in Q2 2026, buying an estimated $3.77K and bringing the position to 148 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Johnson Financial Group Inc (Wisconsin) first reported a position in BAI in Q1 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 148 shares of iShares A.I. Innovation and Tech Active ETF worth $7.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 83 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $3.77K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #651 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.