Stephens Inc Reduced Holdings in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-21.1K
- 4.97%
$32.84 - $36.72 $691K - $773K
403K $14.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-26.3K
- 5.51%
$45.9 - $47.2 $1.21M - $1.24M
451K $21.2M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-29.8K
- 6.29%
$8.6 - $10.66 $256K - $317K
444K $3.89M
RIO
Rio Tinto PLC

Basic Materials
-17.8K
- 22.32%
$52.32 - $62.75 $933K - $1.12M
62K $3.62M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-11.7K
- 19.11%
$99.1 - $99.49 $1.16M - $1.16M
49.6K $4.93M
QCOM
Qualcomm Inc

Technology
-12.9K
- 7.83%
$124.66 - $159.48 $1.61M - $2.06M
152K $24.2M
OZK
Bank Ozk

Financial Services
-29.1K
- 42.38%
$37.58 - $47.34 $1.09M - $1.38M
39.6K $1.86M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-22.5K
- 2.94%
$50.36 - $50.68 $1.13M - $1.14M
743K $37.6M
GLD
Spdr Gold Trust

ETFs
-5.73K
- 14.68%
$273.71 - $316.29 $1.57M - $1.81M
33.3K $10.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
-33.7K
- 3.92%
$29.0 - $30.68 $979K - $1.04M
827K $25.4M
FDX
Fedex Corp

Industrials
-693
- 1.31%
$198.07 - $245.17 $137K - $170K
52.1K $11.8M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-6
- 0.04%
$388.56 - $520.27 $2.33K - $3.12K
16.1K $6.54M
COP
Conocophillips

Energy
-718
- 1.25%
$82.66 - $106.1 $59.3K - $76.2K
56.9K $5.11M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-23.4K
- 72.61%
$37.18 - $42.55 $871K - $997K
8.84K $376K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.37K
- 7.29%
$83.97 - $92.85 $619K - $684K
93.6K $8.26M
NEE
Nextera Energy Inc

Utilities
-7.97K
- 3.7%
$64.11 - $75.0 $511K - $598K
207K $14.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.8K
- 11.82%
$114.78 - $133.31 $1.01M - $1.17M
65.7K $8.75M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-14.5K
- 40.23%
$65.04 - $82.18 $946K - $1.2M
21.6K $1.78M
OKE
Oneok Inc

Energy
-779
- 1.89%
$78.71 - $100.37 $61.3K - $78.2K
40.5K $3.3M
AEP
American Electric Power CO Inc

Utilities
-1.05K
- 0.87%
$98.59 - $109.11 $103K - $114K
119K $12.4M
TSN
Tyson Foods, Inc.

Consumer Defensive
-5.09K
- 8.58%
$54.33 - $63.56 $276K - $323K
54.2K $3.03M
PSA
Public Storage

Real Estate
-1.89K
- 6.1%
$266.31 - $309.77 $503K - $585K
29.1K $8.53M
EEFT
Euronet Worldwide, Inc.

Technology
-6.12K
- 31.47%
$87.44 - $112.74 $535K - $690K
13.3K $1.35M
DOW
Dow Inc.

Basic Materials
-6.75K
- 10.82%
$25.81 - $34.89 $174K - $236K
55.6K $1.47M
SJM
J M Smucker CO

Consumer Defensive
-3.65K
- 21.54%
$94.41 - $118.52 $345K - $433K
13.3K $1.31M
GPC
Genuine Parts CO

Consumer Cyclical
-7.05K
- 9.88%
$105.54 - $129.09 $744K - $910K
64.3K $7.79M
FSIG
First Tr ETF Iv LTD Duration I
-41.1K
- 5.27%
$18.77 - $19.14 $772K - $787K
739K $14.1M
IP
International Paper CO

Consumer Cyclical
-7.37K
- 16.71%
$43.89 - $54.46 $323K - $401K
36.7K $1.72M
T
At&T Inc.

Communication Services
-38.2K
- 4.99%
$26.33 - $28.94 $1.01M - $1.11M
727K $21M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.75K
- 1.69%
N/A
392K $33.6M
TTE
Total Energies Se

Energy
-8.41K
- 25.34%
N/A
24.8K $1.7M
XLV
Select Sector Spdr Fund Health

ETFs
-631
- 1.45%
$128.77 - $144.3 $81.3K - $91.1K
42.8K $5.77M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-9.97K
- 25.94%
$38.81 - $44.28 $387K - $442K
28.5K $1.21M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.41K
- 11.27%
$160.0 - $195.62 $226K - $276K
11.1K $1.81M
WM
Waste Management Inc

Industrials
-667
- 0.55%
$216.47 - $242.1 $144K - $161K
121K $27.7M
GILD
Gilead Sciences, Inc.

Healthcare
-3.85K
- 13.08%
$96.91 - $113.0 $373K - $435K
25.6K $2.83M
FDS
Factset Research Systems Inc

Financial Services
-881
- 10.27%
$398.85 - $473.32 $351K - $417K
7.7K $3.44M
ARCC
Ares Capital Corp

Financial Services
-8.77K
- 0.7%
$18.91 - $22.43 $166K - $197K
1.24M $27.3M
VGSH
Vanguard

ETFs
-8.16K
- 1.8%
$58.32 - $58.95 $476K - $481K
444K $26.1M
SLB
Schlumberger Limited

Energy
-5.22K
- 16.39%
$31.95 - $42.2 $167K - $220K
26.6K $899K
SFNC
Simmons First National Corp

Financial Services
-12K
- 9.39%
$17.39 - $20.55 $209K - $247K
116K $2.2M
XLE
Energy Sector Spdr

ETFs
-357
- 0.78%
$76.44 - $94.13 $27.3K - $33.6K
45.5K $3.86M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-6.77K
- 40.23%
$41.37 - $53.28 $280K - $361K
10.1K $449K
SNY
Sanofi

Healthcare
-2.99K
- 8.98%
$47.62 - $55.44 $142K - $166K
30.3K $1.46M
RMBS
Rambus Inc

Technology
-8.16K
- 69.81%
$42.9 - $64.02 $350K - $523K
3.53K $225K
PGR
Progressive Corp

Financial Services
-340
- 1.92%
$255.27 - $288.74 $86.8K - $98.2K
17.4K $4.64M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.78K
- 12.47%
$121.58 - $136.74 $338K - $380K
19.5K $2.65M
DEO
Diageo PLC

Consumer Defensive
-2.3K
- 6.33%
$99.86 - $115.75 $230K - $266K
34K $3.43M
DVY
Ishares Tr

ETFs
-2.49K
- 13.31%
$118.37 - $134.86 $295K - $336K
16.2K $2.15M
Activity Summary
Buys All Purchases 628 New Holdings 99 Increased Positions 529 Sells All Sells 520 Reductions 520 Sold out 0 Options Calls 0 Puts 0
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