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

STIFEL FINANCIAL CORP holds 109,107 shares of IBTK (ISHARES TR), worth $2.1M as of 2026-Q2. The position was increased (+13.6% shares). IBTK represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$2.1M

Current Shares

109,107

Total Value Change

+$1.5M

Total Shares Change

+76,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,107
+13.6%
$2.1M0.0%$19.48
29
2026-Q1
Increased
96,085
+36.4%
$1.9M0.0%$19.41
34
2025-Q4
Increased
70,449
+12.4%
$1.4M0.0%$19.42
29
2025-Q3
Increased
62,699
+2.9%
$1.2M0.0%$19.21
26
2025-Q2
Increased
60,955
+56.9%
$1.2M0.0%$18.99
36
2025-Q1
Increased
38,850
+19.8%
$763,7970.0%$18.64
29
2024-Q4
Decreased
32,425
-0.6%
$622,3300.0%$18.08
0
2024-Q3
Increased
32,632
+4.9%
$654,1150.0%$18.64
26

Other major holders of IBTK: WELLS FARGO & COMPANY/MN, MERCER GLOBAL ADVISORS INC /ADV

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