Stifel Financial
BFOR icon

Stifel Financial’s Barron's 400 ETF BFOR Stock Holding History

Stifel Financial’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Hold
17,060
– – ﹤0.01% 3106
2026
Q1 		$354K Sell
17,060
-200
-1% -$4.28K ﹤0.01% 3074
2025
Q4 		$355K Sell
17,260
-396
-2% -$8.04K ﹤0.01% 3048
2025
Q3 		$358K Hold
17,656
– – ﹤0.01% 3009
2025
Q2 		$340K Hold
17,656
– – ﹤0.01% 2978
2025
Q1 		$306K Sell
17,656
-2,040
-10% -$37.3K ﹤0.01% 2959
2024
Q4 		$358K Buy
19,696
+8
+0% +$150 ﹤0.01% 2880
2024
Q3 		$353K Buy
19,688
+3,640
+23% +$62.6K ﹤0.01% 2873
2024
Q2 		$266K Hold
16,048
– – ﹤0.01% 2974
2024
Q1 		$272K Sell
16,048
-400
-2% -$6.37K ﹤0.01% 2964
2023
Q4 		$256K Buy
16,448
+24
+0.1% +$345 ﹤0.01% 2930
2023
Q3 		$231K Sell
16,424
-8
-0% -$116 ﹤0.01% 2920
2023
Q2 		$235K Sell
16,432
-352
-2% -$4.75K ﹤0.01% 2962
2023
Q1 		$229K Buy
+16,784
New +$235K ﹤0.01% 2969

Other funds holding BFOR

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

Stifel Financial's BFOR Position: Q2 2026 in Review

Stifel Financial held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 17,060 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Stifel Financial first reported a position in BFOR in Q1 2023 and has held it in 14 quarters since. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Stifel Financial held 17,060 shares of Barron's 400 ETF worth $408K as of Q2 2026.
  • Stifel Financial left its Barron's 400 ETF share count unchanged in Q2 2026.
  • Barron's 400 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3106 holding.
  • Stifel Financial first reported a position in Barron's 400 ETF in Q1 2023 and has held it in 14 quarters since.
  • 43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

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