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LVHILVHI
Showing 8 of 18 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in LEGG MASON ETF INVT

Yes. Stifel holds 1,527,434 shares of LVHI (Legg Mason ETF Investment), worth $62M, as of its Q2 2026 13F filing. It increased the position by 54,326 shares (+3.7%) from Q1 2026. Stifel has held LVHI since Q1 2022, across 18 quarterly 13F filings. LVHI is 0.1% of Stifel's reported 13F portfolio.

Current Value

$62M

Current Shares

1.5M

Total Value Change

+$32.8M

Total Shares Change

+589,737

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+3.7%
$62M0.1%$40.24
31
2026-Q1
Increased
1.5M
+16.1%
$59.7M0.1%$39.59
34
2025-Q4
Increased
1.3M
+29.3%
$46.7M0.0%$35.81
37
2025-Q3
Increased
981,028
+3.1%
$34.1M0.0%$33.05
30
2025-Q2
Increased
951,348
+3.2%
$31M0.0%$30.67
30
2025-Q1
Increased
921,921
+2.8%
$29.8M0.0%$30.00
30
2024-Q4
Decreased
896,827
-4.4%
$27.4M0.0%$28.17
0
2024-Q3
Increased
937,697
+3.2%
$29.1M0.0%$28.00
30

Other major holders of LVHI: LPL Financial LLC

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