Stephens Inc Reduced Holdings in Q1 2025

Stephens Inc

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-35.7K
- 5.42%
$77.7 - $78.94 $2.77M - $2.81M
622K $49.1M
PGR
Progressive Corp

Financial Services
-12.4K
- 41.14%
$235.61 - $291.22 $2.92M - $3.61M
17.7K $5.02M
CCI
Crown Castle International Corp

Real Estate
-30.6K
- 40.19%
$84.33 - $106.39 $2.58M - $3.26M
45.6K $4.75M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-106K
- 12.74%
$20.64 - $20.73 $2.18M - $2.19M
723K $14.9M
PSA
Public Storage

Real Estate
-6.85K
- 18.11%
$288.99 - $313.98 $1.98M - $2.15M
31K $9.27M
JWN
Nordstrom Inc

Consumer Cyclical
-85.6K
- 57.26%
$24.01 - $24.46 $2.05M - $2.09M
63.9K $1.56M
CGGO
Capital Group Global Growth Eq

ETFs
-51.8K
- 8.78%
$28.33 - $30.84 $1.47M - $1.6M
538K $15.2M
VGSH
Vanguard

ETFs
-37.5K
- 7.65%
$58.07 - $58.69 $2.18M - $2.2M
452K $26.5M
TROW
Price T Rowe Group Inc

Financial Services
-2.75K
- 3.61%
$91.57 - $116.93 $252K - $321K
73.3K $6.73M
USB
Us Bancorp \De\

Financial Services
-2.99K
- 0.99%
$40.92 - $50.9 $122K - $152K
298K $12.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-27.7K
- 10.73%
$73.78 - $76.59 $2.05M - $2.12M
231K $17.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
-32.8K
- 3.67%
$30.73 - $32.26 $1.01M - $1.06M
861K $26.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-5.07K
- 21.68%
$192.6 - $233.2 $976K - $1.18M
18.3K $3.61M
XLC
Select Sector Spdr Tr Communic

ETFs
-16.4K
- 29.54%
$94.84 - $105.31 $1.55M - $1.72M
39.1K $3.77M
DOW
Dow Inc.

Basic Materials
-31.7K
- 33.69%
$34.36 - $41.92 $1.09M - $1.33M
62.4K $2.18M
VLUE
Ishares Msci Usa Value Factor

ETFs
-14.7K
- 33.63%
$104.89 - $113.56 $1.54M - $1.67M
29.1K $3.1M
RMD
Resmed Inc

Healthcare
-5.6K
- 10.46%
$219.7 - $257.65 $1.23M - $1.44M
47.9K $10.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-61
- 0.06%
$222.66 - $268.42 $13.6K - $16.4K
109K $25.3M
SHEL
Shell PLC

Energy
-32.6K
- 37.41%
$62.84 - $73.29 $2.05M - $2.39M
54.5K $3.99M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.07K
- 3.88%
$168.16 - $186.21 $684K - $757K
101K $17.2M
PLTR
Palantir Technologies Inc.

Technology
-58.8K
- 14.47%
$64.98 - $124.62 $3.82M - $7.33M
348K $29.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-333
- 0.93%
$307.43 - $357.48 $102K - $119K
35.6K $11M
USFR
Wisdomtree Floating Rate Treas

ETFs
-26.4K
- 3.02%
$50.29 - $50.5 $1.33M - $1.33M
846K $42.6M
RTO
Rentokil Initial PLC

Industrials
-9.47K
- 2.2%
$20.76 - $27.11 $197K - $257K
422K $9.66M
DAL
Delta Air Lines, Inc.

Industrials
-15.9K
- 47.72%
$43.6 - $69.06 $694K - $1.1M
17.4K $760K
SPYG
Spdr Portfolio

ETFs
-13.5K
- 66.3%
$80.05 - $92.39 $1.08M - $1.24M
6.84K $549K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-53.8K
- 3.76%
$24.07 - $24.5 $1.3M - $1.32M
1.38M $33.4M
UPS
United Parcel Service Inc

Industrials
-17
- 0.02%
$109.66 - $136.26 $1.86K - $2.32K
75.2K $8.27M
MBB
Ishares Tr

ETFs
-13.2K
- 65.56%
$90.37 - $94.08 $1.19M - $1.24M
6.92K $648K
NFLX
Netflix Inc

Communication Services
-2.25K
- 9.95%
$828.4 - $1058.6 $1.86M - $2.38M
20.4K $19M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-27.5K
- 6.89%
$48.31 - $49.23 $1.33M - $1.35M
372K $18.3M
EEFT
Euronet Worldwide, Inc.

Technology
-11.3K
- 36.76%
$94.42 - $110.06 $1.07M - $1.25M
19.5K $2.08M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-57K
- 6.47%
$19.42 - $19.54 $1.11M - $1.11M
824K $16.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.47K
- 10.21%
$126.11 - $135.06 $1.07M - $1.14M
74.5K $9.6M
DIS
Walt Disney CO

Communication Services
-877
- 1.27%
$96.87 - $114.0 $85K - $100K
67.9K $6.7M
AZO
Autozone Inc

Consumer Cyclical
-774
- 23.6%
$3193.96 - $3828.11 $2.47M - $2.96M
2.51K $9.55M
XLF
Financial Sector Spdr

ETFs
-22.9K
- 16.94%
$47.32 - $52.19 $1.08M - $1.19M
112K $5.59M
FCNCA
First Citizens Bancshares Inc

Financial Services
-33
- 0.99%
$1728.36 - $2231.14 $57K - $73.6K
3.29K $6.09M
KD
Kyndryl Holdings, Inc.

Technology
-25K
- 78.84%
$31.32 - $43.45 $783K - $1.09M
6.71K $210K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-9.75K
- 9.24%
$75.99 - $81.58 $741K - $795K
95.7K $7.33M
VT
Vanguard Total World Stk Index

ETFs
-6.81K
- 13.6%
$115.08 - $123.97 $784K - $845K
43.3K $5.02M
PRU
Prudential Financial Inc

Financial Services
-4.84K
- 10.22%
$105.04 - $122.33 $508K - $592K
42.5K $4.75M
RGEN
Repligen Corp

Healthcare
-551
- 1.18%
$127.24 - $174.24 $70.1K - $96K
46.2K $5.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.19K
- 12.03%
$308.86 - $455.36 $986K - $1.45M
23.3K $8.23M
SO
Southern CO

Utilities
-23.9K
- 16.98%
$80.96 - $92.96 $1.94M - $2.22M
117K $10.7M
SQ
Block, Inc.

Technology
-4.03K
- 18.78%
$54.04 - $92.95 $218K - $374K
17.4K $997K
SRLN
Ssga Active Trust

ETFs
-18.7K
- 27.45%
$41.02 - $41.99 $768K - $787K
49.5K $2.04M
BNDX
Vanguard Total International B

ETFs
-16.4K
- 34.12%
$48.33 - $49.5 $791K - $810K
31.6K $1.54M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-9.14K
- 2.24%
N/A
399K $34.2M
Activity Summary
Buys All Purchases 551 New Holdings 66 Increased Positions 485 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 0
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