Stifel Financial
PLTM icon

Stifel Financial’s GraniteShares Platinum Shares PLTM Stock Holding History

Stifel Financial’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$938K Buy
+49,617
New +$1.05M ﹤0.01% 2486
2025
Q4 		– Sell
-39,126
Closed -$591K – 3679
2025
Q3 		$591K Buy
+39,126
New +$524K ﹤0.01% 2712

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stifel Financial's PLTM Position: Q1 2026 in Review

Stifel Financial opened a new position in GraniteShares Platinum Shares (PLTM) in Q1 2026: 49,617 shares worth $938K. The stake represents ﹤0.01% of the portfolio and ranks #2486 among its holdings. This is a return to the name: Stifel Financial previously reported a position in PLTM as recently as Q3 2025.

Stifel Financial first reported a position in PLTM in Q3 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Stifel Financial held 49,617 shares of GraniteShares Platinum Shares worth $938K as of Q1 2026.
  • GraniteShares Platinum Shares was a new Stifel Financial position in Q1 2026.
  • GraniteShares Platinum Shares made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2486 holding.
  • Stifel Financial first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

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