Stifel Financial’s Global X Social Media ETF SOCL Stock Holding History

Stifel Financial’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$992K	Sell	22,905 -6,657	-23%	-$340K	﹤0.01%	2462
2025 Q4	$1.63M	Buy	29,562 +43	+0.1%	+$2.43K	﹤0.01%	2073
2025 Q3	$1.79M	Buy	29,519 +63	+0.2%	+$3.6K	﹤0.01%	1989
2025 Q2	$1.57M	Buy	29,456 +564	+2%	+$26K	﹤0.01%	2006
2025 Q1	$1.27M	Buy	+28,892	New	+$1.33M	﹤0.01%	2080
2018 Q3	–	Sell	-7,857	Closed	-$280K	–	2814
2018 Q2	$280K	Buy	+7,857	New	+$274K	﹤0.01%	2345
2014 Q4	–	Sell	-11,072	Closed	-$213K	–	2439
2014 Q3	$213K	Sell	11,072 -1,125	-9%	-$22.3K	﹤0.01%	1988
2014 Q2	$239K	Sell	12,197 -69,550	-85%	-$1.26M	﹤0.01%	1905
2014 Q1	$1.59M	Buy	+81,747	New	+$1.75M	0.02%	830

Other funds holding SOCL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial's SOCL Position: Q1 2026 in Review

Stifel Financial reduced its Global X Social Media ETF (SOCL) stake by 23% in Q1 2026, selling an estimated $340K and leaving 22,905 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Stifel Financial first reported a position in SOCL in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.79M in Q3 2025. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

Stifel Financial held 22,905 shares of Global X Social Media ETF worth $992K as of Q1 2026.
Stifel Financial sold 6,657 Global X Social Media ETF shares in Q1 2026, an estimated $340K.
Global X Social Media ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2462 holding.
Stifel Financial first reported a position in Global X Social Media ETF in Q1 2014 and has held it in 9 quarters since.
Stifel Financial's Global X Social Media ETF position peaked at $1.79M in Q3 2025.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

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