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MDMDST
7 quarters

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

STIFEL FINANCIAL CORP holds 158,829 shares of MDST (ULTIMUS MANAGERS TR), worth $4.6M as of 2026-Q2. The position was increased (+15.2% shares). MDST represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$4.6M

Current Shares

158,829

Total Value Change

+$3M

Total Shares Change

+100,256

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
158,829
+15.2%
$4.6M0.0%$28.61
31
2026-Q1
Increased
137,929
+19.8%
$3.9M0.0%$27.73
32
2025-Q4
Increased
115,111
+16.1%
$3M0.0%$24.80
30
2025-Q3
Increased
99,158
+28.9%
$2.6M0.0%$24.64
33
2025-Q2
Increased
76,896
+31.0%
$2.1M0.0%$24.37
33
2025-Q1
Increased
58,706
+0.2%
$1.6M0.0%$24.40
26
2024-Q4
New
58,573
-
$1.6M0.0%$23.16
35

Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC

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