Stifel Financial
PFFD icon

Stifel Financial’s Global X US Preferred ETF PFFD Stock Holding History

Stifel Financial’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Sell
14,935
-4,656
-24% -$89K ﹤0.01% 3239
2025
Q4 		$370K Sell
19,591
-1,321
-6% -$25.3K ﹤0.01% 3032
2025
Q3 		$406K Buy
20,912
+2,848
+16% +$55K ﹤0.01% 2929
2025
Q2 		$340K Sell
18,064
-2,564
-12% -$47.8K ﹤0.01% 2977
2025
Q1 		$393K Sell
20,628
-6,748
-25% -$132K ﹤0.01% 2839
2024
Q4 		$534K Buy
27,376
+6,091
+29% +$124K ﹤0.01% 2632
2024
Q3 		$442K Buy
21,285
+3,437
+19% +$69.2K ﹤0.01% 2748
2024
Q2 		$351K Buy
17,848
+4,850
+37% +$95.2K ﹤0.01% 2829
2024
Q1 		$262K Sell
12,998
-38,729
-75% -$772K ﹤0.01% 2980
2023
Q4 		$1M Buy
51,727
+4,822
+10% +$89.7K ﹤0.01% 2147
2023
Q3 		$882K Buy
+46,905
New +$897K ﹤0.01% 2124
2023
Q2 		– Sell
-12,126
Closed -$241K – 3388
2023
Q1 		$241K Sell
12,126
-448
-4% -$9.21K ﹤0.01% 2951
2022
Q4 		$244K Sell
12,574
-62,078
-83% -$1.24M ﹤0.01% 2876
2022
Q3 		$1.53M Buy
74,652
+55,461
+289% +$1.2M ﹤0.01% 1649
2022
Q2 		$407K Buy
19,191
+5,810
+43% +$126K ﹤0.01% 2586
2022
Q1 		$315K Buy
13,381
+4,312
+48% +$103K ﹤0.01% 2852
2021
Q4 		$234K Buy
+9,069
New +$232K ﹤0.01% 3063

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Stifel Financial's PFFD Position: Q1 2026 in Review

Stifel Financial reduced its Global X US Preferred ETF (PFFD) stake by 24% in Q1 2026, selling an estimated $89K and leaving 14,935 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Stifel Financial first reported a position in PFFD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q3 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Stifel Financial held 14,935 shares of Global X US Preferred ETF worth $275K as of Q1 2026.
  • Stifel Financial sold 4,656 Global X US Preferred ETF shares in Q1 2026, an estimated $89K.
  • Global X US Preferred ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3239 holding.
  • Stifel Financial first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 17 quarters since.
  • Stifel Financial's Global X US Preferred ETF position peaked at $1.53M in Q3 2022.
  • 281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

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