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 Q1	$1.42M	Buy	+83,409	New	+$1.51M	﹤0.01%	2200

Other funds holding FBDC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Stifel Financial's FBDC Position: Q1 2026 in Review

Stifel Financial opened a new position in FT Confluence BDC & Specialty Finance Income ETF (FBDC) in Q1 2026: 83,409 shares worth $1.42M. The stake represents ﹤0.01% of the portfolio and ranks #2200 among its holdings.

14 funds tracked by Wall St. Rank hold FBDC as of Q1 2026.

Stifel Financial held 83,409 shares of FT Confluence BDC & Specialty Finance Income ETF worth $1.42M as of Q1 2026.
FT Confluence BDC & Specialty Finance Income ETF was a new Stifel Financial position in Q1 2026.
FT Confluence BDC & Specialty Finance Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2200 holding.
14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q1 2026.

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