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IVESIVES
5 quarters

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

STIFEL FINANCIAL CORP holds 280,685 shares of IVES (WEDBUSH SER TR), worth $10.7M as of 2026-Q2. The position was increased (+53.8% shares). IVES represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$10.7M

Current Shares

280,685

Total Value Change

+$10.2M

Total Shares Change

+260,758

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
280,685
+53.8%
$10.7M0.0%$38.10
39
2026-Q1
Increased
182,494
+28.7%
$5.2M0.0%$29.46
34
2025-Q4
Increased
141,773
+84.2%
$4.5M0.0%$31.93
42
2025-Q3
Increased
76,982
+286.3%
$2.5M0.0%$31.96
42
2025-Q2
New
19,927
-
$540,2210.0%$26.87
34

Other major holders of IVES: HighTower Advisors, LLC, RAYMOND JAMES FINANCIAL INC, TD Waterhouse Canada Inc.

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