Stifel Financial
GTES icon

Stifel Financial’s Gates Industrial Corp GTES Stock Holding History

Stifel Financial’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Sell
120,635
-1,028
-0.8% -$26.4K ﹤0.01% 1680
2026
Q1 		$2.75M Sell
121,663
-27,748
-19% -$675K ﹤0.01% 1728
2025
Q4 		$3.21M Buy
149,411
+10,030
+7% +$232K ﹤0.01% 1594
2025
Q3 		$3.46M Sell
139,381
-8,472
-6% -$210K ﹤0.01% 1509
2025
Q2 		$3.41M Buy
147,853
+3,929
+3% +$79.2K ﹤0.01% 1474
2025
Q1 		$2.65M Sell
143,924
-5,189
-3% -$107K ﹤0.01% 1569
2024
Q4 		$3.07M Buy
149,113
+9,775
+7% +$197K ﹤0.01% 1507
2024
Q3 		$2.45M Buy
139,338
+40,027
+40% +$681K ﹤0.01% 1648
2024
Q2 		$1.57M Buy
99,311
+87,081
+712% +$1.48M ﹤0.01% 1889
2024
Q1 		$217K Buy
12,230
+2,109
+21% +$30.5K ﹤0.01% 3063
2023
Q4 		$136K Buy
+10,121
New +$120K ﹤0.01% 3125
2022
Q2 		– Sell
-13,226
Closed -$199K – 3384
2022
Q1 		$199K Buy
13,226
+321
+2% +$5.02K ﹤0.01% 3130
2021
Q4 		$206K Buy
12,905
+78
+0.6% +$1.28K ﹤0.01% 3138
2021
Q3 		$209K Buy
12,827
+1,578
+14% +$27K ﹤0.01% 3113
2021
Q2 		$203K Buy
+11,249
New +$197K ﹤0.01% 3130
2020
Q3 		– Sell
-23,339
Closed -$240K – 2920
2020
Q2 		$240K Buy
+23,339
New +$212K ﹤0.01% 2498
2018
Q2 		– Sell
-138,265
Closed -$2.43M – 2743
2018
Q1 		$2.43M Buy
+138,265
New +$2.49M 0.01% 1061

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Stifel Financial's GTES Position: Q2 2026 in Review

Stifel Financial reduced its Gates Industrial Corp (GTES) stake by 0.84% in Q2 2026, selling an estimated $26.4K and leaving 120,635 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Stifel Financial first reported a position in GTES in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.46M in Q3 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Stifel Financial held 120,635 shares of Gates Industrial Corp worth $3.37M as of Q2 2026.
  • Stifel Financial sold 1,028 Gates Industrial Corp shares in Q2 2026, an estimated $26.4K.
  • Gates Industrial Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1680 holding.
  • Stifel Financial first reported a position in Gates Industrial Corp in Q1 2018 and has held it in 17 quarters since.
  • Stifel Financial's Gates Industrial Corp position peaked at $3.46M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

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