Stifel Financial
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Stifel Financial’s Global X FinTech ETF FINX Stock Holding History

Stifel Financial’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295K Sell
12,784
-5,354
-30% -$138K ﹤0.01% 3192
2025
Q4 		$534K Sell
18,138
-110
-0.6% -$3.49K ﹤0.01% 2823
2025
Q3 		$612K Buy
18,248
+1,828
+11% +$62.1K ﹤0.01% 2689
2025
Q2 		$562K Buy
16,420
+144
+0.9% +$4.28K ﹤0.01% 2709
2025
Q1 		$449K Buy
16,276
+1,134
+7% +$35.1K ﹤0.01% 2738
2024
Q4 		$473K Buy
15,142
+247
+2% +$7.72K ﹤0.01% 2705
2024
Q3 		$417K Sell
14,895
-2,125
-12% -$56.1K ﹤0.01% 2784
2024
Q2 		$428K Buy
17,020
+966
+6% +$24.8K ﹤0.01% 2725
2024
Q1 		$447K Sell
16,054
-254
-2% -$6.48K ﹤0.01% 2683
2023
Q4 		$417K Sell
16,308
-3,196
-16% -$68.6K ﹤0.01% 2670
2023
Q3 		$393K Sell
19,504
-1,337
-6% -$29.7K ﹤0.01% 2634
2023
Q2 		$460K Sell
20,841
-9,908
-32% -$207K ﹤0.01% 2571
2023
Q1 		$640K Sell
30,749
-11,781
-28% -$247K ﹤0.01% 2368
2022
Q4 		$819K Sell
42,530
-18,466
-30% -$372K ﹤0.01% 2149
2022
Q3 		$1.24M Sell
60,996
-11,403
-16% -$269K ﹤0.01% 1808
2022
Q2 		$1.54M Buy
72,399
+14,035
+24% +$359K ﹤0.01% 1678
2022
Q1 		$1.87M Sell
58,364
-45,018
-44% -$1.47M ﹤0.01% 1663
2021
Q4 		$4.14M Sell
103,382
-13,151
-11% -$623K 0.01% 1167
2021
Q3 		$5.6M Buy
116,533
+22,481
+24% +$1.1M 0.01% 957
2021
Q2 		$4.48M Buy
94,052
+19,158
+26% +$879K 0.01% 1079
2021
Q1 		$3.31M Buy
74,894
+51,571
+221% +$2.43M 0.01% 1208
2020
Q4 		$1.09M Buy
23,323
+1,197
+5% +$49.9K ﹤0.01% 1783
2020
Q3 		$840K Sell
22,126
-3,397
-13% -$124K ﹤0.01% 1756
2020
Q2 		$848K Sell
25,523
-34,603
-58% -$1.03M ﹤0.01% 1676
2020
Q1 		$1.43M Sell
60,126
-44,887
-43% -$1.33M ﹤0.01% 1226
2019
Q4 		$3.19M Buy
105,013
+1,582
+2% +$46.3K 0.01% 1065
2019
Q3 		$2.97M Buy
103,431
+6,606
+7% +$195K 0.01% 1064
2019
Q2 		$2.85M Buy
96,825
+77,198
+393% +$2.21M 0.01% 1126
2019
Q1 		$548K Buy
+19,627
New +$504K ﹤0.01% 2012
2018
Q4 		– Sell
-8,190
Closed -$235K – 2719
2018
Q3 		$235K Buy
+8,190
New +$228K ﹤0.01% 2489

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial's FINX Position: Q1 2026 in Review

Stifel Financial reduced its Global X FinTech ETF (FINX) stake by 30% in Q1 2026, selling an estimated $138K and leaving 12,784 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Stifel Financial first reported a position in FINX in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.6M in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Stifel Financial held 12,784 shares of Global X FinTech ETF worth $295K as of Q1 2026.
  • Stifel Financial sold 5,354 Global X FinTech ETF shares in Q1 2026, an estimated $138K.
  • Global X FinTech ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3192 holding.
  • Stifel Financial first reported a position in Global X FinTech ETF in Q3 2018 and has held it in 30 quarters since.
  • Stifel Financial's Global X FinTech ETF position peaked at $5.6M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

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