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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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TC
Trilogy Capital
Irvine, California
$2.56B AUM
22.97%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
National Bank of Canada
Montreal, Quebec, Canada
$97.7B AUM
31.26%
1-Year Est. Return
GS
GTS Securities
New York
$2.83B AUM
21.76%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AW
Alteri Wealth
Westlake Village, California
$309M AUM
30.88%
1-Year Est. Return
AC
ASB Consultores
Aventura, Florida
$30M AUM
22.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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