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AGGAGG
31 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in ISHARES TR

STIFEL FINANCIAL CORP holds 7.3M shares of AGG (ISHARES TR), worth $726.4M as of 2026-Q2. The position was increased (+0.3% shares). AGG represents 0.6% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$726.4M

Current Shares

7.3M

Total Value Change

+$653.2M

Total Shares Change

+6.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.3M
+0.3%
$726.4M0.6%$98.31
45
2026-Q1
Decreased
7.3M
-2.5%
$726.6M0.7%$97.61
0
2025-Q4
Increased
7.5M
+15.0%
$749.7M0.7%$97.58
51
2025-Q3
Decreased
6.5M
-16.2%
$654.2M0.6%$96.67
0
2025-Q2
Increased
7.8M
+23.0%
$772.1M0.8%$94.72
54
2025-Q1
Increased
6.3M
+1.0%
$626.2M0.7%$93.53
45
2024-Q4
Decreased
6.3M
-2.4%
$607.5M0.6%$91.03
0
2024-Q3
Increased
6.4M
+24.3%
$650.2M0.7%$93.95
54
2024-Q2
Decreased
5.2M
-8.1%
$501.6M0.6%$89.22
0
2024-Q1
Increased
5.6M
+4.4%
$550.7M0.6%$89.20
46
2023-Q4
Increased
5.4M
+1.2%
$534.4M0.7%$89.86
45
2023-Q3
Increased
5.3M
+1.3%
$500.3M0.7%$84.17
45
2023-Q2
Decreased
5.3M
-0.4%
$514.3M0.7%$86.97
0
2023-Q1
Increased
5.3M
+104.5%
$525.2M0.8%$87.80
71
2022-Q4
Decreased
2.6M
-59.3%
$250M0.4%$85.05
0
2022-Q3
Increased
6.3M
+0.9%
$609.9M1.0%$83.72
45
2022-Q2
Increased
6.3M
+17.6%
$638.2M1.0%$87.85
52
2022-Q1
Increased
5.3M
+0.5%
$571.8M0.8%$92.06
44
2021-Q4
Increased
5.3M
+17.7%
$606M0.8%$97.78
52
2021-Q3
Increased
4.5M
+39.7%
$518.5M0.8%$97.88
59
2021-Q2
Decreased
3.2M
-10.2%
$372.8M0.6%$97.89
0
2021-Q1
Increased
3.6M
+26.4%
$409.6M0.7%$96.18
54
2020-Q4
Decreased
2.8M
-1.5%
$336.3M0.6%$99.54
0
2020-Q3
Increased
2.9M
+15.4%
$341M0.7%$98.82
50
2020-Q2
Increased
2.5M
+1.3%
$296M0.7%$98.42
44
2020-Q1
Increased
2.5M
+22.0%
$284.8M0.8%$95.49
52
2019-Q4
Increased
2M
+126.4%
$227.5M0.5%$92.61
59
2019-Q3
Increased
894,431
+12.8%
$101.3M0.3%$92.50
40
2019-Q2
Decreased
792,684
-27.3%
$88.1M0.2%$90.38
0
2019-Q1
Increased
1.1M
+58.7%
$118.9M0.3%$87.90
51
2018-Q4
New
686,880
-
$73.2M0.2%$85.39
49

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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