Stifel Financial
PCMM

Stifel Financial’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Stifel Financial’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79M Buy
75,923
+6,041
+9% +$300K ﹤0.01% 1589
2026
Q1 		$3.44M Buy
69,882
+9,595
+16% +$480K ﹤0.01% 1580
2025
Q4 		$3.02M Buy
60,287
+12,259
+26% +$616K ﹤0.01% 1638
2025
Q3 		$2.43M Buy
48,028
+10,672
+29% +$540K ﹤0.01% 1775
2025
Q2 		$1.88M Buy
+37,356
New +$1.89M ﹤0.01% 1885

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial's PCMM Position: Q2 2026 in Review

Stifel Financial increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 8.6% in Q2 2026, buying an estimated $300K and bringing the position to 75,923 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Stifel Financial first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Stifel Financial held 75,923 shares of BondBloxx Private Credit CLO ETF worth $3.79M as of Q2 2026.
  • Stifel Financial bought 6,041 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $300K.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1589 holding.
  • Stifel Financial first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

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