Stifel Financial
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Stifel Financial’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Stifel Financial’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,990
Closed -$363K – 3587
2025
Q3 		$363K Sell
3,990
-53,032
-93% -$4.75M ﹤0.01% 3002
2025
Q2 		$5.02M Sell
57,022
-700
-1% -$58.7K ﹤0.01% 1249
2025
Q1 		$4.87M Sell
57,722
-3,355
-5% -$289K 0.01% 1207
2024
Q4 		$5.19M Sell
61,077
-4,237
-6% -$371K 0.01% 1193
2024
Q3 		$5.63M Sell
65,314
-4,619
-7% -$379K 0.01% 1143
2024
Q2 		$5.55M Sell
69,933
-1,796
-3% -$142K 0.01% 1075
2024
Q1 		$5.84M Sell
71,729
-4,945
-6% -$381K 0.01% 1055
2023
Q4 		$5.72M Sell
76,674
-4,624
-6% -$322K 0.01% 1039
2023
Q3 		$5.54M Sell
81,298
-1,121
-1% -$79.7K 0.01% 981
2023
Q2 		$5.86M Sell
82,419
-377
-0.5% -$25.8K 0.01% 954
2023
Q1 		$5.69M Sell
82,796
-3,220
-4% -$223K 0.01% 946
2022
Q4 		$5.83M Buy
86,016
+1,248
+1% +$83.6K 0.01% 903
2022
Q3 		$5.17M Sell
84,768
-1,147
-1% -$77K 0.01% 937
2022
Q2 		$5.52M Buy
85,915
+1,613
+2% +$111K 0.01% 924
2022
Q1 		$6.24M Sell
84,302
-5,910
-7% -$433K 0.01% 942
2021
Q4 		$7.01M Buy
90,212
+1,062
+1% +$79.7K 0.01% 898
2021
Q3 		$6.34M Sell
89,150
-30
-0% -$2.19K 0.01% 900
2021
Q2 		$6.36M Buy
89,180
+395
+0.4% +$27.8K 0.01% 893
2021
Q1 		$5.96M Buy
88,785
+2,200
+3% +$142K 0.01% 868
2020
Q4 		$5.39M Buy
86,585
+520
+0.6% +$30.5K 0.01% 849
2020
Q3 		$4.67M Sell
86,065
-2,911
-3% -$156K 0.01% 797
2020
Q2 		$4.49M Sell
88,976
-3,072
-3% -$148K 0.01% 771
2020
Q1 		$3.89M Buy
92,048
+2,843
+3% +$149K 0.01% 752
2019
Q4 		$5.03M Sell
89,205
-3,475
-4% -$189K 0.01% 883
2019
Q3 		$4.91M Sell
92,680
-3,665
-4% -$193K 0.01% 841
2019
Q2 		$5.05M Sell
96,345
-4,955
-5% -$254K 0.01% 858
2019
Q1 		$5.08M Buy
101,300
+7,963
+9% +$385K 0.01% 808
2018
Q4 		$4.11M Sell
93,337
-3,439
-4% -$164K 0.01% 853
2018
Q3 		$5.01M Buy
96,776
+11,797
+14% +$606K 0.01% 845
2018
Q2 		$4.21M Buy
84,979
+2,030
+2% +$100K 0.01% 888
2018
Q1 		$4.05M Buy
82,949
+6,485
+8% +$323K 0.01% 877
2017
Q4 		$3.73M Buy
76,464
+2,995
+4% +$142K 0.01% 885
2017
Q3 		$3.36M Buy
73,469
+4,235
+6% +$189K 0.01% 894
2017
Q2 		$3.06M Buy
69,234
+9,605
+16% +$416K 0.01% 912
2017
Q1 		$2.55M Buy
59,629
+16,679
+39% +$700K 0.01% 991
2016
Q4 		$1.72M Buy
42,950
+25,290
+143% +$993K 0.01% 1093
2016
Q3 		$683K Buy
17,660
+8,135
+85% +$313K ﹤0.01% 1538
2016
Q2 		$354K Buy
+9,525
New +$352K ﹤0.01% 1955

Other funds holding CFA

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's CFA Position: Q4 2025 in Review

Stifel Financial sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2025, closing a stake of 3,990 shares — an estimated $363K sold.

Stifel Financial first reported a position in CFA in Q2 2016 and held it in 38 quarters. The position peaked at $7.01M in Q4 2021. 72 funds tracked by Wall St. Rank hold CFA as of Q4 2025.

  • Stifel Financial reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 3,990 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2025, an estimated $363K.
  • Stifel Financial first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2016 and held it in 38 quarters.
  • Stifel Financial's VictoryShares US 500 Volatility Wtd ETF position peaked at $7.01M in Q4 2021.
  • 72 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.