Stifel Financial
HFSI

Stifel Financial’s Hartford Strategic Income ETF HFSI Stock Holding History

Stifel Financial’s Portfolio HFSI Stock Details HFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Buy
308,104
+67,868
+28% +$2.39M 0.01% 968
2026
Q1 		$8.34M Buy
240,236
+18,451
+8% +$655K 0.01% 1047
2025
Q4 		$7.87M Buy
221,785
+115
+0.1% +$4.11K 0.01% 1090
2025
Q3 		$7.88M Buy
+221,670
New +$7.82M 0.01% 1056

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Stifel Financial's HFSI Position: Q2 2026 in Review

Stifel Financial increased its Hartford Strategic Income ETF (HFSI) stake by 28% in Q2 2026, buying an estimated $2.39M and bringing the position to 308,104 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #968.

Stifel Financial first reported a position in HFSI in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Stifel Financial held 308,104 shares of Hartford Strategic Income ETF worth $10.8M as of Q2 2026.
  • Stifel Financial bought 67,868 Hartford Strategic Income ETF shares in Q2 2026, an estimated $2.39M.
  • Hartford Strategic Income ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #968 holding.
  • Stifel Financial first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

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