Stifel Financial Corp Reduced Holdings in Q2 2025

Stifel Financial Corp

  • $99.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAR
Granite Shares Gold Trust

ETFs
-30.1K
- 11.65%
$29.34 - $33.87 $883K - $1.02M
228K $7.44M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-4.8K
- 21.76%
$47.91 - $70.14 $230K - $337K
17.3K $897K
OHI
Omega Healthcare Investors Inc

Real Estate
-1.18K
- 0.36%
$35.55 - $39.05 $41.8K - $45.9K
323K $11.8M
POR
Portland General Electric CO

Utilities
-6.01K
- 9.09%
$39.96 - $44.75 $240K - $269K
60.1K $2.44M
JKS
Jinko Solar Holding Co., Ltd.

Technology
-29.4K
- 61.52%
$13.88 - $21.64 $408K - $635K
18.4K $389K
WK
Workiva Inc

Technology
-2.26K
- 4.93%
$61.91 - $77.12 $140K - $174K
43.5K $2.98M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-20.8K
- 15.3%
$12.88 - $16.75 $267K - $348K
115K $1.74M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-2.85K
- 66.37%
$157.93 - $175.89 $449K - $501K
1.44K $251K
ERIE
Erie Indemnity CO

Financial Services
-6
- 0.09%
$340.45 - $423.93 $2.04K - $2.54K
6.8K $2.36M
UMH
Umh Properties, Inc.

Real Estate
-9.02K
- 5.04%
$16.36 - $18.82 $148K - $170K
170K $2.85M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-29.8K
- 29.86%
$20.4 - $25.29 $607K - $753K
69.9K $1.76M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-13.1K
- 12.39%
$78.98 - $90.1 $1.03M - $1.18M
92.4K $8.32M
TMCI
Treace Medical Concepts, Inc.

Healthcare
-3.19K
- 1.69%
$5.44 - $8.32 $17.4K - $26.5K
185K $1.09M
OTIS
Otis Worldwide Corp

Industrials
-1.12K
- 1.23%
$90.88 - $104.3 $101K - $116K
89.5K $8.86M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-19.4K
- 10.38%
$23.36 - $24.11 $453K - $467K
167K $3.99M
UTZ
Utz Brands, Inc.

Consumer Defensive
-13.3K
- 6.41%
$11.62 - $14.29 $154K - $190K
194K $2.43M
KFRC
Kforce Inc

Industrials
-1.29K
- 2.33%
$36.59 - $49.86 $47.3K - $64.4K
54.1K $2.23M
PML
Pimco Municipal Income Fund Ii

Financial Services
-46.1K
- 21.31%
$7.29 - $8.14 $336K - $375K
170K $1.27M
ERIC
Ericsson Lm Telephone CO

Technology
-78.4K
- 30.85%
$6.77 - $8.86 $531K - $695K
176K $1.49M
TRIN
Trinity Capital Inc.

Financial Services
-1.26K
- 0.3%
$13.53 - $15.52 $17.1K - $19.6K
423K $5.95M
AAON
Aaon, Inc.

Industrials
-4.91K
- 20.38%
$71.78 - $106.87 $353K - $525K
19.2K $1.42M
OC
Owens Corning

Industrials
-1.18K
- 2.06%
$126.32 - $147.75 $150K - $175K
56.2K $7.73M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-23.2K
- 25.51%
$20.01 - $20.15 $463K - $467K
67.6K $1.36M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-3.2K
- 5.62%
$32.45 - $40.68 $104K - $130K
53.7K $1.79M
RWT
Redwood Trust Inc

Real Estate
-69.8K
- 24.73%
$4.95 - $6.22 $346K - $434K
212K $1.26M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-45.7K
- 2.42%
$10.79 - $14.14 $493K - $646K
1.84M $25.3M
AFG
American Financial Group Inc

Financial Services
-2.9K
- 16.64%
$116.9 - $132.12 $338K - $382K
14.5K $1.83M
PCTY
Paylocity Holding Corp

Technology
-1.8K
- 8.46%
$172.54 - $201.04 $310K - $361K
19.4K $3.52M
MPW
Medical Properties Trust Inc

Real Estate
-46.1K
- 31.17%
$4.31 - $5.91 $199K - $272K
102K $438K
IWR
Ishares Russell Mid Cap ETF

ETFs
-25.6K
- 9.27%
$74.88 - $91.97 $1.92M - $2.36M
251K $23.1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-44.5K
- 21.16%
$10.59 - $11.48 $471K - $511K
166K $1.9M
CRBG
Corebridge Financial, Inc.

Financial Services
-23.2K
- 24.06%
$25.41 - $35.83 $590K - $832K
73.3K $2.6M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-4.91K
- 3.78%
$50.56 - $59.57 $248K - $293K
125K $6.48M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-10.1K
- 51.61%
$41.05 - $48.17 $413K - $485K
9.44K $454K
WDI
Western Asset Diversified Income Fund

ETFs
-35.1K
- 15.86%
$12.85 - $14.92 $451K - $523K
186K $2.76M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-7.16K
- 15.57%
$60.29 - $71.77 $431K - $514K
38.8K $2.72M
HSBC
Hsbc Holdings PLC

Financial Services
-14.4K
- 10.86%
$46.68 - $61.09 $674K - $882K
118K $7.2M
IGE
Ishares Tr North Amern Nat Res

ETFs
-9.27K
- 57.91%
$38.21 - $46.01 $354K - $426K
6.74K $298K
ADSK
Autodesk, Inc.

Technology
-1.74K
- 1.65%
N/A
104K $25.6M
IYH
Ishares Tr

ETFs
-3.07K
- 5.33%
$53.97 - $60.17 $165K - $184K
54.4K $3.07M
CRVL
Corvel Corp

Financial Services
-235
- 0.54%
$102.11 - $118.66 $24K - $27.9K
43.4K $4.46M
HRB
H&R Block Inc

Consumer Cyclical
-7.73K
- 14.87%
$54.32 - $63.04 $420K - $487K
44.3K $2.43M
LSCC
Lattice Semiconductor Corp

Technology
-4.83K
- 9.25%
$37.84 - $56.0 $183K - $271K
47.4K $2.32M
OKTA
Okta, Inc.

Technology
-1.46K
- 2.86%
$91.24 - $127.3 $133K - $186K
49.6K $4.96M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-284
- 0.17%
$21.06 - $24.14 $5.98K - $6.86K
166K $3.56M
VERX
Vertex, Inc.

Technology
-11.9K
- 53.08%
$33.45 - $41.87 $398K - $498K
10.5K $371K
JD
Jd.Com, Inc.

Consumer Cyclical
-250
- 0.52%
$31.44 - $41.32 $7.86K - $10.3K
47.5K $1.55M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-4.51K
- 3.7%
$38.81 - $44.28 $175K - $200K
117K $4.97M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-5.23K
- 2.77%
$11.11 - $14.46 $58.1K - $75.6K
183K $2.29M
Activity Summary
Buys All Purchases 1968 New Holdings 199 Increased Positions 1769 Sells All Sells 1413 Reductions 1413 Sold out 0 Options Calls 0 Puts 0
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