Helen Stephens Group, LLC Purchases and Sells in Q3 2025

Helen Stephens Group, LLC

$445 Million
Q3 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	32.2K + 4.62%	$67.01 - $72.84 $2.15M - $2.34M	728K $52.7M
JCPB	68K + 12.2%	$46.37 - $47.77 $3.15M - $3.25M	625K $29.8M
DFAT	16.6K + 3.38%	$53.36 - $59.69 $887K - $992K	509K $29.6M
DFIC	22.1K + 1.69%	$30.76 - $33.01 $679K - $729K	1.33M $43.6M
QUAL	2.91K + 1.32%	$182.33 - $194.5 $531K - $566K	223K $42.6M
VUG	2.89K + 19.64%	$433.97 - $484.08 $1.25M - $1.4M	17.6K $8.3M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUV	32.8K New	$41.91 - $44.87 $1.37M - $1.47M	32.8K $1.47M
IBMQ	34.9K New	$25.37 - $25.79 $886K - $901K	34.9K $899K
IBMP	35.1K New	$25.3 - $25.56 $889K - $898K	35.1K $897K
IBMO	34.8K New	$25.58 - $25.72 $891K - $896K	34.8K $895K
IBMN	22.2K New	$26.71 - $26.81 $592K - $595K	22.2K $593K
EFG	3.58K New	$106.99 - $114.46 $383K - $410K	3.58K $407K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUB	-3.53K - 13.28%	$106.17 - $107.3 $375K - $379K	23K $2.46M
PB	-1K - 3.33%	$65.12 - $74.71 $65.1K - $74.7K	29K $1.92M
BNDX	-3.2K - 9.73%	$49.0 - $49.51 $157K - $158K	29.7K $1.47M
FFIN	-3.42K - 19.38%	$33.62 - $37.98 $115K - $130K	14.2K $478K
MUB	-1.56K - 7.46%	$103.24 - $106.68 $161K - $166K	19.3K $2.06M
IAGG	-858 - 5.64%	$50.85 - $51.35 $43.6K - $44.1K	14.4K $735K

Activity Summary All Purchases 73 New Holdings 20 Increased Positions 53 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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