Back to D.A. DAVIDSON & CO. D.A. DAVIDSON & CO.

STSTBF
3 quarters

Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in TRUST FOR PROFESSIONAL MANAG

D.A. DAVIDSON & CO. holds 16,500 shares of STBF (TRUST FOR PROFESSIONAL MANAG), worth $418,770 as of 2026-Q2. The position was increased (+10.0% shares). STBF represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$418,770

Current Shares

16,500

Total Value Change

+$117,045

Total Shares Change

+4,600

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,500
+10.0%
$418,7700.0%$25.20
26
2026-Q1
Increased
15,000
+26.1%
$379,8000.0%$24.85
29
2025-Q4
New
11,900
-
$301,7250.0%$24.72
32

Other major holders of STBF: LPL Financial LLC, AXXCESS WEALTH MANAGEMENT, LLC, Private Advisor Group, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used