Stifel Financial
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Stifel Financial’s Seres Therapeutics MCRB Stock Holding History

Stifel Financial’s Portfolio MCRB Stock Details MCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$14K – 3541
2025
Q1 		$14K Hold
1,000
– – ﹤0.01% 3413
2024
Q4 		$16.6K Hold
1,000
– – ﹤0.01% 3357
2024
Q3 		$18.9K Hold
1,000
– – ﹤0.01% 3344
2024
Q2 		$14.5K Hold
1,000
– – ﹤0.01% 3337
2024
Q1 		$15.5K Hold
1,000
– – ﹤0.01% 3314
2023
Q4 		$28K Buy
+1,000
New +$26.3K ﹤0.01% 3252
2021
Q3 		– Sell
-708
Closed -$338K – 3379
2021
Q2 		$338K Sell
708
-151
-18% -$63.7K ﹤0.01% 2821
2021
Q1 		$354K Buy
859
+434
+102% +$200K ﹤0.01% 2688
2020
Q4 		$208K Buy
+425
New +$249K ﹤0.01% 2803

Other funds holding MCRB

FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Stifel Financial's MCRB Position: Q2 2025 in Review

Stifel Financial sold out of Seres Therapeutics (MCRB) in Q2 2025, closing a stake of 1,000 shares — an estimated $14K sold.

Stifel Financial first reported a position in MCRB in Q4 2020 and held it in 9 quarters. The position peaked at $354K in Q1 2021. 33 funds tracked by Wall St. Rank hold MCRB as of Q2 2025.

  • Stifel Financial reported no remaining Seres Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 1,000 Seres Therapeutics shares in Q2 2025, an estimated $14K.
  • Stifel Financial first reported a position in Seres Therapeutics in Q4 2020 and held it in 9 quarters.
  • Stifel Financial's Seres Therapeutics position peaked at $354K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Seres Therapeutics as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.