Stifel Financial’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Stifel Financial’s Portfolio RECS Stock Details RECS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Buy	347,217 +26,204	+8%	+$1.06M	0.01%	808
2025 Q4	$13.1M	Buy	321,013 +23,747	+8%	+$966K	0.01%	824
2025 Q3	$12M	Buy	297,266 +117,287	+65%	+$4.52M	0.01%	859
2025 Q2	$6.62M	Buy	179,979 +161,961	+899%	+$5.48M	0.01%	1100
2025 Q1	$598K	Buy	+18,018	New	+$627K	﹤0.01%	2569

Other funds holding RECS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Stifel Financial's RECS Position: Q1 2026 in Review

Stifel Financial increased its Columbia Research Enhanced Core ETF (RECS) stake by 8.2% in Q1 2026, buying an estimated $1.06M and bringing the position to 347,217 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #808.

Stifel Financial first reported a position in RECS in Q1 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Stifel Financial held 347,217 shares of Columbia Research Enhanced Core ETF worth $13.5M as of Q1 2026.
Stifel Financial bought 26,204 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.06M.
Columbia Research Enhanced Core ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #808 holding.
Stifel Financial first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 5 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

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