Stifel Financial
BASE

Stifel Financial’s Couchbase BASE Stock Holding History

Stifel Financial’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,222
Closed -$493K – 3545
2025
Q2 		$493K Buy
20,222
+8,722
+76% +$159K ﹤0.01% 2790
2025
Q1 		$181K Buy
+11,500
New +$191K ﹤0.01% 3209
2022
Q3 		– Sell
-50,200
Closed -$824K – 3284
2022
Q2 		$824K Hold
50,200
– – ﹤0.01% 2141
2022
Q1 		$874K Hold
50,200
– – ﹤0.01% 2220
2021
Q4 		$1.25M Sell
50,200
-3,835
-7% -$127K ﹤0.01% 1948
2021
Q3 		$1.68M Buy
+54,035
New +$1.99M ﹤0.01% 1697

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return