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MORTMORT
11 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in VANECK MORTGAGE REIT INCOME ETF

STIFEL FINANCIAL CORP holds 118,473 shares of MORT (VANECK MORTGAGE REIT INCOME ETF), worth $1.2M as of 2026-Q2. The position was increased (+66.9% shares). MORT represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$1.2M

Current Shares

118,473

Total Value Change

+$934,401

Total Shares Change

+93,687

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
118,473
+66.9%
$1.2M0.0%$9.94
37
2026-Q1
Increased
70,977
+22.4%
$728,2240.0%$10.70
30
2025-Q4
Decreased
57,993
-5.3%
$609,5070.0%$10.51
0
2025-Q3
Decreased
61,233
-6.0%
$659,4800.0%$10.02
0
2025-Q2
Increased
65,126
+19.7%
$687,7300.0%$9.58
29
2025-Q1
Decreased
54,426
-1.1%
$607,9390.0%$9.72
0
2024-Q4
Decreased
55,060
-10.8%
$584,7370.0%$9.21
0
2024-Q3
Decreased
61,751
-1.5%
$745,3350.0%$10.01
0
2024-Q2
Increased
62,667
+47.5%
$701,2440.0%$9.09
34
2024-Q1
Increased
42,475
+71.4%
$496,5330.0%$9.25
36
2023-Q4
New
24,786
-
$292,9700.0%$9.36
32

Other major holders of MORT: IEQ CAPITAL, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

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