Stifel Financial
ARTY

Stifel Financial’s iShares Future AI & Tech ETF ARTY Stock Holding History

Stifel Financial’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.13M Buy
119,880
+60,404
+102% +$4M 0.01% 1072
2026
Q1 		$2.77M Buy
59,476
+1,662
+3% +$83.4K ﹤0.01% 1725
2025
Q4 		$2.79M Buy
57,814
+7,578
+15% +$365K ﹤0.01% 1707
2025
Q3 		$2.3M Buy
50,236
+20,015
+66% +$860K ﹤0.01% 1819
2025
Q2 		$1.24M Sell
30,221
-22,176
-42% -$775K ﹤0.01% 2186
2025
Q1 		$1.65M Buy
52,397
+1,737
+3% +$64.4K ﹤0.01% 1893
2024
Q4 		$1.88M Buy
50,660
+1,155
+2% +$42K ﹤0.01% 1823
2024
Q3 		$1.7M Sell
49,505
-1,709
-3% -$56.7K ﹤0.01% 1879
2024
Q2 		$1.7M Buy
51,214
+28,689
+127% +$957K ﹤0.01% 1833
2024
Q1 		$774K Buy
22,525
+15,060
+202% +$507K ﹤0.01% 2345
2023
Q4 		$258K Buy
+7,465
New +$236K ﹤0.01% 2927
2022
Q2 		– Sell
-51,155
Closed -$1.76M – 3481
2022
Q1 		$1.76M Buy
51,155
+4,507
+10% +$161K ﹤0.01% 1709
2021
Q4 		$1.93M Sell
46,648
-1,447
-3% -$63.3K ﹤0.01% 1645
2021
Q3 		$2.04M Buy
48,095
+2,375
+5% +$104K ﹤0.01% 1563
2021
Q2 		$2.05M Buy
45,720
+2,034
+5% +$87.8K ﹤0.01% 1596
2021
Q1 		$1.89M Buy
43,686
+11,849
+37% +$535K ﹤0.01% 1561
2020
Q4 		$1.27M Sell
31,837
-800
-2% -$29.1K ﹤0.01% 1679
2020
Q3 		$1.07M Buy
32,637
+9,934
+44% +$319K ﹤0.01% 1585
2020
Q2 		$671K Buy
+22,703
New +$600K ﹤0.01% 1825

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial's ARTY Position: Q2 2026 in Review

Stifel Financial increased its iShares Future AI & Tech ETF (ARTY) stake by 102% in Q2 2026, buying an estimated $4M and bringing the position to 119,880 shares worth $9.13M. The position accounts for 0.01% of the portfolio, ranked #1072.

Stifel Financial first reported a position in ARTY in Q2 2020 and has held it in 19 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Stifel Financial held 119,880 shares of iShares Future AI & Tech ETF worth $9.13M as of Q2 2026.
  • Stifel Financial bought 60,404 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $4M.
  • iShares Future AI & Tech ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1072 holding.
  • Stifel Financial first reported a position in iShares Future AI & Tech ETF in Q2 2020 and has held it in 19 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

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