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Disclosery

Baird Financial Group, Inc.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baird Financial Group, Inc. on SOFI, newest first. How the timeline and the estimate are built.

Baird Financial Group, Inc. held 170,770 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,770 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $3,061,906.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 171,127 shares
    Change vs previous 13F -86,919 shares

    <0.01% of the 13F portfolio, value $2,717,497.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 258,046 shares
    Change vs previous 13F -16,529 shares

    0.01% of the 13F portfolio, value $6,755,645.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 274,575 shares
    Change vs previous 13F +190,121 shares

    0.01% of the 13F portfolio, value $7,254,272.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 84,454 shares
    Change vs previous 13F +5,769 shares

    <0.01% of the 13F portfolio, value $1,537,907.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,685 shares
    Change vs previous 13F -2,152 shares

    <0.01% of the 13F portfolio, value $915,107.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,837 shares
    Change vs previous 13F +7,976 shares

    <0.01% of the 13F portfolio, value $1,244,890.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,861 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $572,687.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).