Stifel Financial
FELV icon

Stifel Financial’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Stifel Financial’s Portfolio FELV Stock Details FELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
9,299
+2,685
+41% +$103K ﹤0.01% 3159
2026
Q1 		$231K Buy
+6,614
New +$237K ﹤0.01% 3339
2025
Q3 		– Sell
-10,918
Closed -$347K – 3571
2025
Q2 		$347K Buy
+10,918
New +$330K ﹤0.01% 2964

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial's FELV Position: Q2 2026 in Review

Stifel Financial increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 41% in Q2 2026, buying an estimated $103K and bringing the position to 9,299 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Stifel Financial first reported a position in FELV in Q2 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Stifel Financial held 9,299 shares of Fidelity Enhanced Large Cap Value ETF worth $373K as of Q2 2026.
  • Stifel Financial bought 2,685 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $103K.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3159 holding.
  • Stifel Financial first reported a position in Fidelity Enhanced Large Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

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