Stifel Financial
BGIG icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Stifel Financial's BGIG Position: Q1 2026 in Review

Stifel Financial increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 146% in Q1 2026, buying an estimated $1.01M and bringing the position to 50,842 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Stifel Financial first reported a position in BGIG in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold BGIG as of Q1 2026.

  • Stifel Financial held 50,842 shares of Bahl & Gaynor Income Growth ETF worth $1.69M as of Q1 2026.
  • Stifel Financial bought 30,174 Bahl & Gaynor Income Growth ETF shares in Q1 2026, an estimated $1.01M.
  • Bahl & Gaynor Income Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2091 holding.
  • Stifel Financial first reported a position in Bahl & Gaynor Income Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.