Stifel Financial’s Futu Holdings FUTU Stock Holding History

Stifel Financial’s Portfolio FUTU Stock Details FUTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$658K	Buy	4,814 +200	+4%	+$31.1K	﹤0.01%	2695
2025 Q4	$758K	Buy	4,614 +288	+7%	+$49.4K	﹤0.01%	2612
2025 Q3	$752K	Sell	4,326 -519	-11%	-$86.2K	﹤0.01%	2564
2025 Q2	$599K	Buy	4,845 +613	+14%	+$62.7K	﹤0.01%	2662
2025 Q1	$433K	Sell	4,232 -135	-3%	-$13.8K	﹤0.01%	2776
2024 Q4	$349K	Buy	+4,367	New	+$409K	﹤0.01%	2891
2021 Q4	–	Sell	-16,748	Closed	-$1.52M	–	3394
2021 Q3	$1.52M	Buy	16,748 +1,254	+8%	+$138K	﹤0.01%	1767
2021 Q2	$2.77M	Sell	15,494 -2,468	-14%	-$359K	﹤0.01%	1390
2021 Q1	$2.85M	Buy	17,962 +6,156	+52%	+$762K	﹤0.01%	1289
2020 Q4	$540K	Buy	+11,806	New	+$444K	﹤0.01%	2278

Other funds holding FUTU

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stifel Financial's FUTU Position: Q1 2026 in Review

Stifel Financial increased its Futu Holdings (FUTU) stake by 4.3% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,814 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Stifel Financial first reported a position in FUTU in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.85M in Q1 2021. 368 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

Stifel Financial held 4,814 shares of Futu Holdings worth $658K as of Q1 2026.
Stifel Financial bought 200 Futu Holdings shares in Q1 2026, an estimated $31.1K.
Futu Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2695 holding.
Stifel Financial first reported a position in Futu Holdings in Q4 2020 and has held it in 10 quarters since.
Stifel Financial's Futu Holdings position peaked at $2.85M in Q1 2021.
368 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

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