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

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XT
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