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LMBSLMBS
31 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in FIRST TR EXCHANGE-TRADED FD

STIFEL FINANCIAL CORP holds 678,374 shares of LMBS (FIRST TR EXCHANGE-TRADED FD), worth $33.8M as of 2026-Q2. The position was decreased (-4.0% shares). LMBS represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$33.8M

Current Shares

678,374

Total Value Change

+$16.2M

Total Shares Change

+335,517

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
678,374
-4.0%
$33.8M0.0%$49.61
0
2026-Q1
Decreased
706,891
-3.8%
$35.2M0.0%$49.13
0
2025-Q4
Increased
734,499
+3.5%
$36.7M0.0%$48.81
30
2025-Q3
Increased
709,927
+29.1%
$35.3M0.0%$48.12
36
2025-Q2
Decreased
549,755
-13.2%
$27.1M0.0%$47.12
0
2025-Q1
Increased
633,192
+5.4%
$31.1M0.0%$46.54
30
2024-Q4
Decreased
600,763
-0.7%
$29.2M0.0%$45.60
0
2024-Q3
Decreased
604,729
-30.3%
$29.9M0.0%$45.81
0
2024-Q2
Decreased
867,184
-11.3%
$41.7M0.0%$44.09
0
2024-Q1
Decreased
977,496
-2.3%
$47.2M0.1%$43.79
0
2023-Q4
Decreased
1M
-13.2%
$48.3M0.1%$43.36
0
2023-Q3
Increased
1.2M
+3.4%
$54.4M0.1%$41.85
30
2023-Q2
Decreased
1.1M
-1.6%
$53.1M0.1%$41.80
0
2023-Q1
Increased
1.1M
+1.1%
$54.2M0.1%$41.62
30
2022-Q4
Decreased
1.1M
-9.4%
$53.1M0.1%$40.87
0
2022-Q3
Increased
1.2M
+13.9%
$58.6M0.1%$40.51
33
2022-Q2
Decreased
1.1M
-7.1%
$52.4M0.1%$41.13
0
2022-Q1
Increased
1.2M
+19.6%
$57.2M0.1%$41.48
35
2021-Q4
Increased
976,770
+0.7%
$48.8M0.1%$42.16
29
2021-Q3
Increased
970,317
+12.7%
$49.1M0.1%$42.46
33
2021-Q2
Decreased
861,092
-0.3%
$43.8M0.1%$42.52
0
2021-Q1
Increased
863,632
+18.5%
$44.1M0.1%$42.43
34
2020-Q4
Decreased
728,558
-2.1%
$37.5M0.1%$42.55
0
2020-Q3
Increased
744,317
+8.9%
$38.5M0.1%$42.50
32
2020-Q2
Increased
683,540
+10.8%
$35.3M0.1%$42.25
32
2020-Q1
Increased
617,114
+25.4%
$31.5M0.1%$41.45
35
2019-Q4
Increased
492,287
+4.1%
$25.5M0.1%$41.86
30
2019-Q3
Increased
473,098
+3.6%
$24.6M0.1%$41.77
30
2019-Q2
Increased
456,619
+25.9%
$23.6M0.1%$41.27
35
2019-Q1
Increased
362,663
+5.8%
$18.6M0.1%$40.67
30
2018-Q4
New
342,857
-
$17.5M0.1%$40.21
39

Other major holders of LMBS: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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