Stifel Financial
FBDC

Stifel Financial’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

Stifel Financial’s Portfolio FBDC Stock Details FBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
83,787
+378
+0.5% +$6.52K ﹤0.01% 2333
2026
Q1 		$1.42M Buy
+83,409
New +$1.51M ﹤0.01% 2200

Other funds holding FBDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Stifel Financial's FBDC Position: Q2 2026 in Review

Stifel Financial increased its FT Confluence BDC & Specialty Finance Income ETF (FBDC) stake by 0.45% in Q2 2026, buying an estimated $6.52K and bringing the position to 83,787 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Stifel Financial first reported a position in FBDC in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold FBDC as of Q2 2026.

  • Stifel Financial held 83,787 shares of FT Confluence BDC & Specialty Finance Income ETF worth $1.42M as of Q2 2026.
  • Stifel Financial bought 378 FT Confluence BDC & Specialty Finance Income ETF shares in Q2 2026, an estimated $6.52K.
  • FT Confluence BDC & Specialty Finance Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2333 holding.
  • Stifel Financial first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q2 2026.

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