Stifel Financial
IPO icon

Stifel Financial’s Renaissance IPO ETF IPO Stock Holding History

Stifel Financial’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,198
Closed -$283K – 3690
2025
Q4 		$283K Buy
+6,198
New +$293K ﹤0.01% 3190
2023
Q1 		– Sell
-21,049
Closed -$520K – 3375
2022
Q4 		$520K Sell
21,049
-7,093
-25% -$191K ﹤0.01% 2447
2022
Q3 		$799K Sell
28,142
-126
-0.4% -$4.08K ﹤0.01% 2124
2022
Q2 		$852K Buy
28,268
+1,654
+6% +$55.9K ﹤0.01% 2118
2022
Q1 		$1.17M Sell
26,614
-1,578
-6% -$71.8K ﹤0.01% 1990
2021
Q4 		$1.63M Buy
28,192
+780
+3% +$49.6K ﹤0.01% 1771
2021
Q3 		$1.76M Buy
27,412
+855
+3% +$55.7K ﹤0.01% 1664
2021
Q2 		$1.76M Sell
26,557
-372
-1% -$23.1K ﹤0.01% 1700
2021
Q1 		$1.67M Buy
26,929
+1,341
+5% +$90.6K ﹤0.01% 1631
2020
Q4 		$1.65M Buy
25,588
+19,341
+310% +$1.14M ﹤0.01% 1511
2020
Q3 		$327K Buy
+6,247
New +$287K ﹤0.01% 2343
2020
Q1 		– Sell
-8,100
Closed -$251K – 2954
2019
Q4 		$251K Sell
8,100
-100
-1% -$2.98K ﹤0.01% 2636
2019
Q3 		$230K Buy
8,200
+752
+10% +$23.4K ﹤0.01% 2580
2019
Q2 		$235K Buy
+7,448
New +$230K ﹤0.01% 2631

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's IPO Position: Q1 2026 in Review

Stifel Financial sold out of Renaissance IPO ETF (IPO) in Q1 2026, closing a stake of 6,198 shares — an estimated $283K sold.

Stifel Financial first reported a position in IPO in Q2 2019 and held it in 14 quarters. The position peaked at $1.76M in Q3 2021. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Stifel Financial reported no remaining Renaissance IPO ETF position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 6,198 Renaissance IPO ETF shares in Q1 2026, an estimated $283K.
  • Stifel Financial first reported a position in Renaissance IPO ETF in Q2 2019 and held it in 14 quarters.
  • Stifel Financial's Renaissance IPO ETF position peaked at $1.76M in Q3 2021.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

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