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

STIFEL FINANCIAL CORP holds 7.3M shares of AGG (ISHARES TR), worth $726.6M as of 2026-Q1. The position was decreased (-2.5% shares). AGG represents 0.7% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$726.6M

Current Shares

7.3M

Total Value Change

+$225M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
7.3M
-2.5%
$726.6M0.7%$100.57
0
2025-Q4
Increased
7.5M
+15.0%
$749.7M0.7%$99.80
51
2025-Q3
Decreased
6.5M
-16.2%
$654.2M0.6%$98.64
0
2025-Q2
Increased
7.8M
+23.0%
$772.1M0.8%$96.25
54
2025-Q1
Increased
6.3M
+1.0%
$626.2M0.7%$95.24
45
2024-Q4
Decreased
6.3M
-2.4%
$607.5M0.6%$92.99
0
2024-Q3
Increased
6.4M
+24.3%
$650.2M0.7%$96.07
54
2024-Q2
Decreased
5.2M
-8.1%
$501.6M0.6%$91.03
0

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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