Stifel Financial
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Stifel Financial’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Stifel Financial’s Portfolio FSEC Stock Details FSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,102
Closed -$578K – 3680
2025
Q4 		$578K Buy
13,102
+6,398
+95% +$285K ﹤0.01% 2781
2025
Q3 		$296K Buy
+6,704
New +$293K ﹤0.01% 3118

Other funds holding FSEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Stifel Financial's FSEC Position: Q1 2026 in Review

Stifel Financial sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q1 2026, closing a stake of 13,102 shares — an estimated $578K sold.

Stifel Financial first reported a position in FSEC in Q3 2025 and held it in 2 quarters. The position peaked at $578K in Q4 2025. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • Stifel Financial reported no remaining Fidelity Investment Grade Securitized ETF position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 13,102 Fidelity Investment Grade Securitized ETF shares in Q1 2026, an estimated $578K.
  • Stifel Financial first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and held it in 2 quarters.
  • Stifel Financial's Fidelity Investment Grade Securitized ETF position peaked at $578K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

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