Baird Financial Group, Inc. SFM SPROUTS FARMERS MARKET

Ownership history in Baird Financial Group, Inc.  ·  20 quarters on record

AI Ownership Summary

Baird Financial Group, Inc. reported SPROUTS FARMERS MARKET (SFM) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SFM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baird Financial Group, Inc.'s position in SPROUTS FARMERS MARKET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SFM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baird Financial Group, Inc. held SFM — position size vs. price
% of Fund (quarterly)    SFM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,765 -752 -21.4% 0.00% $213K 2026-05-14 $86.97
2025 Q3 ADDED 3,517 +8 +0.2% 0.00% $383K 2025-11-13 $81.69
2025 Q2 ADDED 3,509 +1,534 +77.7% 0.00% $578K 2025-08-13 $146.18
2025 Q1 REDUCED 90.5% +7.9% 1,975 -18,908 -90.5% 0.00% $301K 2025-05-15 $161.28
2023 Q4 REDUCED 33.1% +32.2% 20,883 -10,344 -33.1% 0.00% $1.0M 2024-02-14 $51.97
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baird Financial Group, Inc. and SFM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baird Financial Group, Inc. reported owning SFM?

Baird Financial Group, Inc. reported SFM across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SFM position in Baird Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for SFM was 0.00% in 2023 Q4.

What is the latest reported SFM position on this page?

The most recent filing on this page is 2026 Q1, when Baird Financial Group, Inc. reported 2,765 shares, equal to 0.00% of portfolio, with an estimated market value of $213K.

What does the chart on this SFM ownership page compare?

The chart compares Baird Financial Group, Inc.'s quarterly SFM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baird Financial Group, Inc. time their SFM position?

Based on 13F filing dates vs. subsequent SFM price moves, Baird Financial Group, Inc. correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on SFM relative to SPY over the holding period was -26.7%.

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