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 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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Stifel Financial's DXYZ Position: Q1 2026 in Review

Stifel Financial reduced its Destiny Tech100 (DXYZ) stake by 32% in Q1 2026, selling an estimated $391K and leaving 28,518 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Stifel Financial first reported a position in DXYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Stifel Financial held 28,518 shares of Destiny Tech100 worth $764K as of Q1 2026.
Stifel Financial sold 13,561 Destiny Tech100 shares in Q1 2026, an estimated $391K.
Destiny Tech100 made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2610 holding.
Stifel Financial first reported a position in Destiny Tech100 in Q4 2024 and has held it in 6 quarters since.
Stifel Financial's Destiny Tech100 position peaked at $1.29M in Q4 2025.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

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