Stifel Financial’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Stifel Financial’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Buy	20,694 +3,379	+20%	+$323K	﹤0.01%	2094
2026 Q1	$1.66M	Buy	17,315 +5,679	+49%	+$545K	﹤0.01%	2098
2025 Q4	$1.12M	Sell	11,636 -325	-3%	-$31.2K	﹤0.01%	2360
2025 Q3	$1.15M	Sell	11,961 -1,349	-10%	-$129K	﹤0.01%	2311
2025 Q2	$1.28M	Sell	13,310 -1,602	-11%	-$153K	﹤0.01%	2163
2025 Q1	$1.43M	Sell	14,912 -5,490	-27%	-$524K	﹤0.01%	1998
2024 Q4	$1.94M	Sell	20,402 -5,324	-21%	-$507K	﹤0.01%	1802
2024 Q3	$2.47M	Sell	25,726 -3,445	-12%	-$329K	﹤0.01%	1639
2024 Q2	$2.76M	Sell	29,171 -4,070	-12%	-$384K	﹤0.01%	1503
2024 Q1	$3.15M	Sell	33,241 -8,036	-19%	-$762K	﹤0.01%	1415
2023 Q4	$3.91M	Sell	41,277 -4,173	-9%	-$392K	﹤0.01%	1242
2023 Q3	$4.26M	Sell	45,450 -4,478	-9%	-$420K	0.01%	1121
2023 Q2	$4.68M	Buy	49,928 +126	+0.3%	+$11.9K	0.01%	1077
2023 Q1	$4.73M	Buy	49,802 +7,856	+19%	+$743K	0.01%	1050
2022 Q4	$3.95M	Buy	41,946 +11,500	+38%	+$1.08M	0.01%	1104
2022 Q3	$2.88M	Buy	30,446 +8,467	+39%	+$810K	﹤0.01%	1231
2022 Q2	$2.11M	Sell	21,979 -60,286	-73%	-$5.84M	﹤0.01%	1460
2022 Q1	$8.02M	Buy	82,265 +4,149	+5%	+$412K	0.01%	815
2021 Q4	$7.86M	Sell	78,116 -33,034	-30%	-$3.34M	0.01%	848
2021 Q3	$11.3M	Buy	111,150 +19,919	+22%	+$2.03M	0.02%	677
2021 Q2	$9.28M	Sell	91,231 -10,823	-11%	-$1.1M	0.01%	739
2021 Q1	$10.4M	Buy	102,054 +36,763	+56%	+$3.75M	0.02%	640
2020 Q4	$6.66M	Buy	65,291 +2,796	+4%	+$285K	0.01%	747
2020 Q3	$6.38M	Buy	62,495 +34,285	+122%	+$3.5M	0.01%	685
2020 Q2	$2.88M	Buy	28,210 +4,821	+21%	+$483K	0.01%	973
2020 Q1	$2.31M	Buy	23,389 +2,561	+12%	+$255K	0.01%	976
2019 Q4	$2.07M	Buy	+20,828	New	+$2.08M	﹤0.01%	1310

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Stifel Financial's LDUR Position: Q2 2026 in Review

Stifel Financial increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 20% in Q2 2026, buying an estimated $323K and bringing the position to 20,694 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Stifel Financial first reported a position in LDUR in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q3 2021. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Stifel Financial held 20,694 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.98M as of Q2 2026.
Stifel Financial bought 3,379 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $323K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2094 holding.
Stifel Financial first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
Stifel Financial's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $11.3M in Q3 2021.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

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