Stifel Financial’s Morgan Stanley India Investment Fund IIF Stock Holding History

Stifel Financial’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Sell	74,631 -19,999	-21%	-$466K	﹤0.01%	2143
2025 Q4	$2.36M	Buy	94,630 +7,094	+8%	+$189K	﹤0.01%	1819
2025 Q3	$2.31M	Buy	87,536 +1,579	+2%	+$43K	﹤0.01%	1816
2025 Q2	$2.43M	Buy	85,957 +456	+0.5%	+$11.9K	﹤0.01%	1708
2025 Q1	$2.09M	Buy	85,501 +12,212	+17%	+$295K	﹤0.01%	1738
2024 Q4	$1.85M	Buy	73,289 +7,783	+12%	+$217K	﹤0.01%	1832
2024 Q3	$1.97M	Buy	65,506 +3,411	+5%	+$94.3K	﹤0.01%	1787
2024 Q2	$1.66M	Buy	62,095 +1,348	+2%	+$32.4K	﹤0.01%	1855
2024 Q1	$1.39M	Sell	60,747 -38,378	-39%	-$869K	﹤0.01%	1986
2023 Q4	$2.13M	Buy	99,125 +3,182	+3%	+$70.7K	﹤0.01%	1623
2023 Q3	$2.14M	Buy	95,943 +82,596	+619%	+$1.84M	﹤0.01%	1549
2023 Q2	$289K	Buy	+13,347	New	+$271K	﹤0.01%	2845

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

Stifel Financial's IIF Position: Q1 2026 in Review

Stifel Financial reduced its Morgan Stanley India Investment Fund (IIF) stake by 21% in Q1 2026, selling an estimated $466K and leaving 74,631 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Stifel Financial first reported a position in IIF in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q2 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

Stifel Financial held 74,631 shares of Morgan Stanley India Investment Fund worth $1.54M as of Q1 2026.
Stifel Financial sold 19,999 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $466K.
Morgan Stanley India Investment Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2143 holding.
Stifel Financial first reported a position in Morgan Stanley India Investment Fund in Q2 2023 and has held it in 12 quarters since.
Stifel Financial's Morgan Stanley India Investment Fund position peaked at $2.43M in Q2 2025.
40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

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