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

STIFEL FINANCIAL CORP holds 153,561 shares of LQDW (ISHARES TR), worth $3.7M as of 2026-Q2. The position was increased (+16.0% shares). LQDW represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$3.7M

Current Shares

153,561

Total Value Change

+$1.5M

Total Shares Change

+76,061

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
153,561
+16.0%
$3.7M0.0%$23.08
31
2026-Q1
Increased
132,375
+12.3%
$3.2M0.0%$22.61
30
2025-Q4
Increased
117,906
+4.9%
$2.9M0.0%$22.60
28
2025-Q3
Increased
112,429
+10.1%
$2.8M0.0%$22.25
29
2025-Q2
Increased
102,139
+23.2%
$2.6M0.0%$21.73
32
2025-Q1
Increased
82,910
+1.9%
$2.2M0.0%$21.30
26
2024-Q4
Increased
81,357
+5.0%
$2.1M0.0%$20.73
27
2024-Q3
Increased
77,500
+48.1%
$2.2M0.0%$21.27
36

Other major holders of LQDW: BANK OF AMERICA CORP /DE/

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