Stifel Financial
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Stifel Financial’s Harbor International Compounders ETF OSEA Stock Holding History

Stifel Financial’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,217
Closed -$445K – 3612
2025
Q2 		$445K Sell
15,217
-865
-5% -$24K ﹤0.01% 2842
2025
Q1 		$427K Buy
16,082
+1,115
+7% +$29.9K ﹤0.01% 2792
2024
Q4 		$387K Buy
14,967
+564
+4% +$15.4K ﹤0.01% 2827
2024
Q3 		$417K Hold
14,403
– – ﹤0.01% 2786
2024
Q2 		$398K Buy
14,403
+1,570
+12% +$42.9K ﹤0.01% 2766
2024
Q1 		$351K Buy
+12,833
New +$341K ﹤0.01% 2815

Other funds holding OSEA

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's OSEA Position: Q3 2025 in Review

Stifel Financial sold out of Harbor International Compounders ETF (OSEA) in Q3 2025, closing a stake of 15,217 shares — an estimated $445K sold.

Stifel Financial first reported a position in OSEA in Q1 2024 and held it in 6 quarters. The position peaked at $445K in Q2 2025. 64 funds tracked by Wall St. Rank hold OSEA as of Q3 2025.

  • Stifel Financial reported no remaining Harbor International Compounders ETF position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 15,217 Harbor International Compounders ETF shares in Q3 2025, an estimated $445K.
  • Stifel Financial first reported a position in Harbor International Compounders ETF in Q1 2024 and held it in 6 quarters.
  • Stifel Financial's Harbor International Compounders ETF position peaked at $445K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.