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
Q2 		$5.2M Buy
104,360
+12,220
+13% +$609K ﹤0.01% 1383
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Stifel Financial's CSHI Position: Q2 2026 in Review

Stifel Financial increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 13% in Q2 2026, buying an estimated $609K and bringing the position to 104,360 shares worth $5.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Stifel Financial first reported a position in CSHI in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Stifel Financial held 104,360 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $5.2M as of Q2 2026.
  • Stifel Financial bought 12,220 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $609K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1383 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 11 quarters since.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

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