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

STIFEL FINANCIAL CORP holds 26,180 shares of AOA (ISHARES TR), worth $2.6M as of 2026-Q2. The position was decreased (-5.8% shares). AOA represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$2.6M

Current Shares

26,180

Total Value Change

-$428,739

Total Shares Change

-11,633

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
26,180
-5.8%
$2.6M0.0%$96.92
0
2026-Q1
Decreased
27,803
-81.3%
$2.5M0.0%$91.31
0
2025-Q4
Increased
148,595
+401.7%
$13.3M0.0%$90.06
45
2025-Q3
Increased
29,617
+0.1%
$2.6M0.0%$86.80
26
2025-Q2
Increased
29,585
+5.5%
$2.5M0.0%$81.37
28
2025-Q1
Decreased
28,039
-90.8%
$2.1M0.0%$74.58
0
2024-Q4
Increased
306,454
+710.5%
$23.5M0.0%$74.94
46
2024-Q3
Increased
37,813
+34.9%
$3M0.0%$76.16
34

Other major holders of AOA: Rockefeller Capital Management L.P., WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

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