Stifel Financial
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Stifel Financial’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Stifel Financial’s Portfolio CSHI Stock Details CSHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.59M Buy
92,140
+30,078
+48% +$1.49M ﹤0.01% 1397
2025
Q4 		$3.09M Sell
62,062
-9,827
-14% -$489K ﹤0.01% 1625
2025
Q3 		$3.57M Buy
71,889
+3,155
+5% +$157K ﹤0.01% 1491
2025
Q2 		$3.42M Sell
68,734
-2,428
-3% -$121K ﹤0.01% 1471
2025
Q1 		$3.53M Buy
71,162
+7,660
+12% +$382K ﹤0.01% 1380
2024
Q4 		$3.16M Buy
63,502
+10,664
+20% +$532K ﹤0.01% 1478
2024
Q3 		$2.63M Buy
52,838
+5,943
+13% +$296K ﹤0.01% 1600
2024
Q2 		$2.33M Buy
46,895
+30,137
+180% +$1.5M ﹤0.01% 1619
2024
Q1 		$835K Buy
16,758
+2,788
+20% +$139K ﹤0.01% 2304
2023
Q4 		$697K Buy
+13,970
New +$699K ﹤0.01% 2371

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Stifel Financial's CSHI Position: Q1 2026 in Review

Stifel Financial increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 48% in Q1 2026, buying an estimated $1.49M and bringing the position to 92,140 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Stifel Financial first reported a position in CSHI in Q4 2023 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Stifel Financial held 92,140 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $4.59M as of Q1 2026.
  • Stifel Financial bought 30,078 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.49M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1397 holding.
  • Stifel Financial first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

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