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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial's MORT Position: Q1 2026 in Review

Stifel Financial increased its VanEck Mortgage REIT Income ETF (MORT) stake by 22% in Q1 2026, buying an estimated $139K and bringing the position to 70,977 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Stifel Financial first reported a position in MORT in Q4 2023 and has held it in 10 quarters since. The position peaked at $745K in Q3 2024. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Stifel Financial held 70,977 shares of VanEck Mortgage REIT Income ETF worth $728K as of Q1 2026.
Stifel Financial bought 12,984 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $139K.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2643 holding.
Stifel Financial first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and has held it in 10 quarters since.
Stifel Financial's VanEck Mortgage REIT Income ETF position peaked at $745K in Q3 2024.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

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