Stifel Financial
BILZ icon

Stifel Financial’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Stifel Financial’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Buy
18,007
+2,851
+19% +$287K ﹤0.01% 2160
2026
Q1 		$1.53M Buy
15,156
+4,595
+44% +$463K ﹤0.01% 2144
2025
Q4 		$1.06M Buy
10,561
+6,259
+145% +$632K ﹤0.01% 2404
2025
Q3 		$435K Buy
+4,302
New +$435K ﹤0.01% 2899

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Stifel Financial's BILZ Position: Q2 2026 in Review

Stifel Financial increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 19% in Q2 2026, buying an estimated $287K and bringing the position to 18,007 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Stifel Financial first reported a position in BILZ in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Stifel Financial held 18,007 shares of PIMCO Ultra Short Government Active ETF worth $1.82M as of Q2 2026.
  • Stifel Financial bought 2,851 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $287K.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2160 holding.
  • Stifel Financial first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

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