Stifel Financial
PLUS icon

Stifel Financial’s ePlus PLUS Stock Holding History

Stifel Financial’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
5,349
+142
+3% +$11.8K ﹤0.01% 3038
2026
Q1 		$392K Buy
5,207
+84
+2% +$6.89K ﹤0.01% 3011
2025
Q4 		$449K Sell
5,123
-978
-16% -$80.7K ﹤0.01% 2926
2025
Q3 		$433K Sell
6,101
-605
-9% -$42.7K ﹤0.01% 2901
2025
Q2 		$484K Sell
6,706
-316
-5% -$20.8K ﹤0.01% 2798
2025
Q1 		$429K Sell
7,022
-677
-9% -$47.9K ﹤0.01% 2786
2024
Q4 		$569K Buy
7,699
+56
+0.7% +$4.89K ﹤0.01% 2599
2024
Q3 		$752K Sell
7,643
-899
-11% -$79.1K ﹤0.01% 2415
2024
Q2 		$629K Buy
8,542
+1,418
+20% +$108K ﹤0.01% 2469
2024
Q1 		$560K Buy
7,124
+107
+2% +$8.33K ﹤0.01% 2539
2023
Q4 		$560K Buy
+7,017
New +$469K ﹤0.01% 2503
2016
Q1 		– Sell
-8,952
Closed -$209K – 2344
2015
Q4 		$209K Buy
+8,952
New +$201K ﹤0.01% 2098
2015
Q2 		– Sell
-9,584
Closed -$208K – 2407
2015
Q1 		$208K Buy
+9,584
New +$186K ﹤0.01% 2098

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial's PLUS Position: Q2 2026 in Review

Stifel Financial increased its ePlus (PLUS) stake by 2.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,349 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Stifel Financial first reported a position in PLUS in Q1 2015 and has held it in 13 quarters since. The position peaked at $752K in Q3 2024. 290 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Stifel Financial held 5,349 shares of ePlus worth $445K as of Q2 2026.
  • Stifel Financial bought 142 ePlus shares in Q2 2026, an estimated $11.8K.
  • ePlus made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3038 holding.
  • Stifel Financial first reported a position in ePlus in Q1 2015 and has held it in 13 quarters since.
  • Stifel Financial's ePlus position peaked at $752K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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