Stifel Financial’s Destiny Tech100 DXYZ Stock Holding History

Stifel Financial’s Portfolio DXYZ Stock Details DXYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$537K	Sell	20,840 -7,678	-27%	-$289K	﹤0.01%	2937
2026 Q1	$764K	Sell	28,518 -13,561	-32%	-$391K	﹤0.01%	2610
2025 Q4	$1.29M	Buy	42,079 +18,919	+82%	+$506K	﹤0.01%	2271
2025 Q3	$493K	Buy	23,160 +4,509	+24%	+$135K	﹤0.01%	2826
2025 Q2	$710K	Buy	18,651 +3,536	+23%	+$134K	﹤0.01%	2552
2025 Q1	$535K	Buy	15,115 +3,587	+31%	+$170K	﹤0.01%	2638
2024 Q4	$679K	Buy	+11,528	New	+$393K	﹤0.01%	2500

Other funds holding DXYZ

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stifel Financial's DXYZ Position: Q2 2026 in Review

Stifel Financial reduced its Destiny Tech100 (DXYZ) stake by 27% in Q2 2026, selling an estimated $289K and leaving 20,840 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Stifel Financial first reported a position in DXYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

Stifel Financial held 20,840 shares of Destiny Tech100 worth $537K as of Q2 2026.
Stifel Financial sold 7,678 Destiny Tech100 shares in Q2 2026, an estimated $289K.
Destiny Tech100 made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2937 holding.
Stifel Financial first reported a position in Destiny Tech100 in Q4 2024 and has held it in 7 quarters since.
Stifel Financial's Destiny Tech100 position peaked at $1.29M in Q4 2025.
153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

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