Stifel Financial’s Strive Inc ASST Stock Holding History

Stifel Financial’s Portfolio ASST Stock Details ASST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$689K	Buy	63,176 +13,779	+28%	+$204K	﹤0.01%	2776
2026 Q1	$495K	Buy	+49,397	New	+$615K	﹤0.01%	2890

Other funds holding ASST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's ASST Position: Q2 2026 in Review

Stifel Financial increased its Strive Inc (ASST) stake by 28% in Q2 2026, buying an estimated $204K and bringing the position to 63,176 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Stifel Financial first reported a position in ASST in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

Stifel Financial held 63,176 shares of Strive Inc worth $689K as of Q2 2026.
Stifel Financial bought 13,779 Strive Inc shares in Q2 2026, an estimated $204K.
Strive Inc made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2776 holding.
Stifel Financial first reported a position in Strive Inc in Q1 2026 and has held it in 2 quarters since.
171 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

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