Stifel Financial’s Fidelity International Value Factor ETF FIVA Stock Holding History

Stifel Financial’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy	+6,918	New	+$249K	﹤0.01%	3317

Other funds holding FIVA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

KAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Stifel Financial's FIVA Position: Q1 2026 in Review

Stifel Financial opened a new position in Fidelity International Value Factor ETF (FIVA) in Q1 2026: 6,918 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #3317 among its holdings.

88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

Stifel Financial held 6,918 shares of Fidelity International Value Factor ETF worth $241K as of Q1 2026.
Fidelity International Value Factor ETF was a new Stifel Financial position in Q1 2026.
Fidelity International Value Factor ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3317 holding.
88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

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