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PTLPTL
4 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in NORTHERN LTS FD TR IV

STIFEL FINANCIAL CORP holds 52,732 shares of PTL (NORTHERN LTS FD TR IV), worth $15.1M as of 2026-Q2. The position was increased (+2.7% shares). PTL represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$15.1M

Current Shares

52,732

Total Value Change

+$3.5M

Total Shares Change

+6,214

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
52,732
+2.7%
$15.1M0.0%$286.09
29
2026-Q1
Decreased
51,362
-6.0%
$12.9M0.0%$259.28
0
2025-Q4
Increased
54,661
+17.5%
$13.6M0.0%$250.35
33
2025-Q3
New
46,518
-
$11.6M0.0%$247.64
39

Other major holders of PTL: LPL Financial LLC

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