Stifel Financial
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Stifel Financial’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Stifel Financial’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Sell
13,931
-1,559
-10% -$153K ﹤0.01% 2237
2025
Q4 		$1.52M Buy
15,490
+4,871
+46% +$480K ﹤0.01% 2143
2025
Q3 		$1.05M Buy
10,619
+2,167
+26% +$211K ﹤0.01% 2363
2025
Q2 		$822K Buy
8,452
+827
+11% +$79.1K ﹤0.01% 2463
2025
Q1 		$738K Buy
7,625
+1,276
+20% +$122K ﹤0.01% 2423
2024
Q4 		$604K Sell
6,349
-3,295
-34% -$319K ﹤0.01% 2565
2024
Q3 		$959K Buy
9,644
+1,106
+13% +$108K ﹤0.01% 2255
2024
Q2 		$812K Sell
8,538
-463
-5% -$43.8K ﹤0.01% 2314
2024
Q1 		$865K Buy
9,001
+3,264
+57% +$313K ﹤0.01% 2280
2023
Q4 		$558K Buy
+5,737
New +$531K ﹤0.01% 2510
2019
Q3 		– Sell
-19,266
Closed -$2.07M – 2872
2019
Q2 		$2.07M Sell
19,266
-1,573
-8% -$164K 0.01% 1305
2019
Q1 		$2.16M Buy
20,839
+6,827
+49% +$691K 0.01% 1191
2018
Q4 		$1.38M Sell
14,012
-4,860
-26% -$480K ﹤0.01% 1355
2018
Q3 		$1.9M Buy
18,872
+3,158
+20% +$318K 0.01% 1294
2018
Q2 		$1.58M Sell
15,714
-2,137
-12% -$215K ﹤0.01% 1340
2018
Q1 		$1.83M Buy
17,851
+7,788
+77% +$804K 0.01% 1218
2017
Q4 		$1.07M Buy
10,063
+489
+5% +$51.6K ﹤0.01% 1487
2017
Q3 		$1.01M Sell
9,574
-257
-3% -$27.1K ﹤0.01% 1478
2017
Q2 		$1.03M Buy
9,831
+275
+3% +$28.7K ﹤0.01% 1454
2017
Q1 		$988K Buy
9,556
+6,926
+263% +$711K ﹤0.01% 1458
2016
Q4 		$269K Sell
2,630
-695
-21% -$71.9K ﹤0.01% 2103
2016
Q3 		$357K Buy
+3,325
New +$355K ﹤0.01% 1898

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stifel Financial's CORP Position: Q1 2026 in Review

Stifel Financial reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 10% in Q1 2026, selling an estimated $153K and leaving 13,931 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Stifel Financial first reported a position in CORP in Q3 2016 and has held it in 22 quarters since. The position peaked at $2.16M in Q1 2019. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Stifel Financial held 13,931 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.35M as of Q1 2026.
  • Stifel Financial sold 1,559 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $153K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2237 holding.
  • Stifel Financial first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2016 and has held it in 22 quarters since.
  • Stifel Financial's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.16M in Q1 2019.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

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