Stifel Financial’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.54M | Sell |
21,032
-1,188
| -5% | -$123K | ﹤0.01% | 1909 |
|
|
2026
Q1 | $2.43M | Buy |
22,220
+4,086
| +23% | +$499K | ﹤0.01% | 1819 |
|
|
2025
Q4 | $2.23M | Buy |
18,134
+2,583
| +17% | +$277K | ﹤0.01% | 1849 |
|
|
2025
Q3 | $1.47M | Sell |
15,551
-1,637
| -10% | -$175K | ﹤0.01% | 2137 |
|
|
2025
Q2 | $1.7M | Sell |
17,188
-90,478
| -84% | -$7.81M | ﹤0.01% | 1966 |
|
|
2025
Q1 | $8.08M | Buy |
107,666
+7,107
| +7% | +$508K | 0.01% | 949 |
|
|
2024
Q4 | $7.54M | Sell |
100,559
-17,089
| -15% | -$1.17M | 0.01% | 986 |
|
|
2024
Q3 | $8.27M | Buy |
117,648
+21,985
| +23% | +$2M | 0.01% | 927 |
|
|
2024
Q2 | $10.2M | Sell |
95,663
-4,029
| -4% | -$476K | 0.01% | 809 |
|
|
2024
Q1 | $13.3M | Buy |
99,692
+7,733
| +8% | +$1.06M | 0.02% | 698 |
|
|
2023
Q4 | $13.1M | Buy |
91,959
+8,895
| +11% | +$1.05M | 0.02% | 675 |
|
|
2023
Q3 | $8.84M | Buy |
83,064
+18,082
| +28% | +$2.42M | 0.01% | 772 |
|
|
2023
Q2 | $9.33M | Sell |
64,982
-497
| -0.8% | -$73.1K | 0.01% | 744 |
|
|
2023
Q1 | $9.4M | Buy |
65,479
+4,687
| +8% | +$680K | 0.01% | 712 |
|
|
2022
Q4 | $8.6M | Buy |
60,792
+4,008
| +7% | +$596K | 0.01% | 725 |
|
|
2022
Q3 | $7.73M | Sell |
56,784
-15,053
| -21% | -$2.34M | 0.01% | 739 |
|
|
2022
Q2 | $11.2M | Sell |
71,837
-4,967
| -6% | -$787K | 0.02% | 619 |
|
|
2022
Q1 | $12.3M | Sell |
76,804
-509
| -0.7% | -$72K | 0.02% | 636 |
|
|
2021
Q4 | $10.9M | Sell |
77,313
-454
| -0.6% | -$55.1K | 0.01% | 708 |
|
|
2021
Q3 | $7.44M | Buy |
77,767
+1,759
| +2% | +$169K | 0.01% | 837 |
|
|
2021
Q2 | $7.56M | Sell |
76,008
-3,644
| -5% | -$396K | 0.01% | 813 |
|
|
2021
Q1 | $9.12M | Buy |
79,652
+6,092
| +8% | +$655K | 0.02% | 693 |
|
|
2020
Q4 | $7.95M | Buy |
73,560
+1,997
| +3% | +$201K | 0.01% | 666 |
|
|
2020
Q3 | $6.54M | Buy |
71,563
+2,575
| +4% | +$242K | 0.01% | 677 |
|
|
2020
Q2 | $6.39M | Buy |
68,988
+3,453
| +5% | +$288K | 0.01% | 652 |
|
|
2020
Q1 | $4.82M | Buy |
65,535
+6,348
| +11% | +$540K | 0.01% | 687 |
|
|
2019
Q4 | $5.56M | Buy |
59,187
+6,921
| +13% | +$726K | 0.01% | 843 |
|
|
2019
Q3 | $5.96M | Sell |
52,266
-6,055
| -10% | -$633K | 0.02% | 766 |
|
|
2019
Q2 | $6.26M | Buy |
58,321
+6,377
| +12% | +$671K | 0.02% | 758 |
|
|
2019
Q1 | $5.46M | Buy |
51,944
+3,909
| +8% | +$384K | 0.02% | 780 |
|
|
2018
Q4 | $4.34M | Buy |
48,035
+1,878
| +4% | +$159K | 0.01% | 832 |
|
|
2018
Q3 | $3.76M | Buy |
46,157
+33,214
| +257% | +$2.92M | 0.01% | 955 |
|
|
2018
Q2 | $1.1M | Sell |
12,943
-825
| -6% | -$76.1K | ﹤0.01% | 1548 |
|
|
2018
Q1 | $1.31M | Sell |
13,768
-4,171
| -23% | -$437K | ﹤0.01% | 1403 |
|
|
2017
Q4 | $1.92M | Sell |
17,939
-642
| -3% | -$62.7K | 0.01% | 1168 |
|
|
2017
Q3 | $1.62M | Sell |
18,581
-3,380
| -15% | -$258K | 0.01% | 1236 |
|
|
2017
Q2 | $1.53M | Sell |
21,961
-855
| -4% | -$66K | 0.01% | 1223 |
|
|
2017
Q1 | $1.8M | Sell |
22,816
-2,803
| -11% | -$215K | 0.01% | 1129 |
|
|
2016
Q4 | $1.98M | Buy |
25,619
+5,360
| +26% | +$431K | 0.01% | 1036 |
|
|
2016
Q3 | $1.6M | Sell |
20,259
-12,528
| -38% | -$1.13M | 0.01% | 1099 |
|
|
2016
Q2 | $3.09M | Buy |
32,787
+8,136
| +33% | +$688K | 0.01% | 807 |
|
|
2016
Q1 | $2.03M | Buy |
24,651
+745
| +3% | +$58.8K | 0.01% | 918 |
|
|
2015
Q4 | $1.85M | Sell |
23,906
-2,908
| -11% | -$203K | 0.01% | 1000 |
|
|
2015
Q3 | $1.79M | Sell |
26,814
-4,496
| -14% | -$338K | 0.01% | 960 |
|
|
2015
Q2 | $2.43M | Buy |
31,310
+9,809
| +46% | +$776K | 0.01% | 900 |
|
|
2015
Q1 | $1.75M | Buy |
21,501
+2,850
| +15% | +$216K | 0.01% | 1000 |
|
|
2014
Q4 | $1.31M | Buy |
18,651
+222
| +1% | +$14K | 0.01% | 1130 |
|
|
2014
Q3 | $1.03M | Sell |
18,429
-469
| -2% | -$25.9K | 0.01% | 1109 |
|
|
2014
Q2 | $1.03M | Sell |
18,898
-1,538
| -8% | -$80.9K | 0.01% | 1104 |
|
|
2014
Q1 | $1.07M | Buy |
+20,436
| New | +$1.09M | 0.01% | 1038 |
|
Other funds holding DLTR
EIG
Stifel Financial's DLTR Position: Q2 2026 in Review
Stifel Financial reduced its Dollar Tree (DLTR) stake by 5.3% in Q2 2026, selling an estimated $123K and leaving 21,032 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.
Stifel Financial first reported a position in DLTR in Q1 2014 and has held it in 50 quarters since. The position peaked at $13.3M in Q1 2024. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- Stifel Financial held 21,032 shares of Dollar Tree worth $2.54M as of Q2 2026.
- Stifel Financial sold 1,188 Dollar Tree shares in Q2 2026, an estimated $123K.
- Dollar Tree made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1909 holding.
- Stifel Financial first reported a position in Dollar Tree in Q1 2014 and has held it in 50 quarters since.
- Stifel Financial's Dollar Tree position peaked at $13.3M in Q1 2024.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.