Stifel Financial
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Stifel Financial’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Stifel Financial’s Portfolio BGIG Stock Details BGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
88,582
+37,740
+74% +$1.32M ﹤0.01% 1720
2026
Q1 		$1.69M Buy
50,842
+30,174
+146% +$1.01M ﹤0.01% 2091
2025
Q4 		$669K Buy
20,668
+1,727
+9% +$55.7K ﹤0.01% 2695
2025
Q3 		$610K Buy
18,941
+296
+2% +$9.23K ﹤0.01% 2692
2025
Q2 		$567K Buy
+18,645
New +$544K ﹤0.01% 2703

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's BGIG Position: Q2 2026 in Review

Stifel Financial increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 74% in Q2 2026, buying an estimated $1.32M and bringing the position to 88,582 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Stifel Financial first reported a position in BGIG in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Stifel Financial held 88,582 shares of Bahl & Gaynor Income Growth ETF worth $3.18M as of Q2 2026.
  • Stifel Financial bought 37,740 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $1.32M.
  • Bahl & Gaynor Income Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1720 holding.
  • Stifel Financial first reported a position in Bahl & Gaynor Income Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

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