Stifel Financial
ALLW

Stifel Financial’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Stifel Financial’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6M Buy
88,970
+30,355
+52% +$901K ﹤0.01% 1886
2026
Q1 		$1.69M Buy
58,615
+6,286
+12% +$182K ﹤0.01% 2090
2025
Q4 		$1.44M Buy
52,329
+9,188
+21% +$263K ﹤0.01% 2186
2025
Q3 		$1.2M Buy
+43,141
New +$1.15M ﹤0.01% 2273

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial's ALLW Position: Q2 2026 in Review

Stifel Financial increased its State Street Bridgewater All Weather ETF (ALLW) stake by 52% in Q2 2026, buying an estimated $901K and bringing the position to 88,970 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Stifel Financial first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Stifel Financial held 88,970 shares of State Street Bridgewater All Weather ETF worth $2.6M as of Q2 2026.
  • Stifel Financial bought 30,355 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $901K.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1886 holding.
  • Stifel Financial first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.