Stifel Financial’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Stifel Financial’s Portfolio MORT Stock Details MORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	118,473 +47,496	+67%	+$486K	﹤0.01%	2418
2026 Q1	$728K	Buy	70,977 +12,984	+22%	+$139K	﹤0.01%	2643
2025 Q4	$610K	Sell	57,993 -3,240	-5%	-$34.2K	﹤0.01%	2750
2025 Q3	$659K	Sell	61,233 -3,893	-6%	-$41.9K	﹤0.01%	2644
2025 Q2	$688K	Buy	65,126 +10,700	+20%	+$109K	﹤0.01%	2570
2025 Q1	$608K	Sell	54,426 -634	-1%	-$7.1K	﹤0.01%	2560
2024 Q4	$585K	Sell	55,060 -6,691	-11%	-$75.3K	﹤0.01%	2586
2024 Q3	$745K	Sell	61,751 -916	-1%	-$10.7K	﹤0.01%	2418
2024 Q2	$701K	Buy	62,667 +20,192	+48%	+$223K	﹤0.01%	2399
2024 Q1	$497K	Buy	42,475 +17,689	+71%	+$200K	﹤0.01%	2609
2023 Q4	$293K	Buy	+24,786	New	+$272K	﹤0.01%	2866

Other funds holding MORT

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's MORT Position: Q2 2026 in Review

Stifel Financial increased its VanEck Mortgage REIT Income ETF (MORT) stake by 67% in Q2 2026, buying an estimated $486K and bringing the position to 118,473 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Stifel Financial first reported a position in MORT in Q4 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Stifel Financial held 118,473 shares of VanEck Mortgage REIT Income ETF worth $1.23M as of Q2 2026.
Stifel Financial bought 47,496 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $486K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2418 holding.
Stifel Financial first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 11 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

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