Stifel Financial
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Stifel Financial’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Stifel Financial’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
25,700
+9,995
+64% +$379K ﹤0.01% 2560
2026
Q1 		$568K Buy
15,705
+3,350
+27% +$124K ﹤0.01% 2800
2025
Q4 		$429K Buy
12,355
+1,455
+13% +$49.3K ﹤0.01% 2947
2025
Q3 		$364K Buy
10,900
+2,900
+36% +$94.4K ﹤0.01% 2999
2025
Q2 		$252K Hold
8,000
– – ﹤0.01% 3138
2025
Q1 		$236K Buy
+8,000
New +$245K ﹤0.01% 3104

Other funds holding BSMC

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stifel Financial's BSMC Position: Q2 2026 in Review

Stifel Financial increased its Brandes US Small-Mid Cap Value ETF (BSMC) stake by 64% in Q2 2026, buying an estimated $379K and bringing the position to 25,700 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Stifel Financial first reported a position in BSMC in Q1 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • Stifel Financial held 25,700 shares of Brandes US Small-Mid Cap Value ETF worth $1M as of Q2 2026.
  • Stifel Financial bought 9,995 Brandes US Small-Mid Cap Value ETF shares in Q2 2026, an estimated $379K.
  • Brandes US Small-Mid Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2560 holding.
  • Stifel Financial first reported a position in Brandes US Small-Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

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