Stifel Financial
SOFR

Stifel Financial’s Amplify Samsung SOFR ETF SOFR Stock Holding History

Stifel Financial’s Portfolio SOFR Stock Details SOFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$551K Buy
5,505
+2,794
+103% +$280K ﹤0.01% 2821
2025
Q4 		$272K Buy
2,711
+573
+27% +$57.5K ﹤0.01% 3219
2025
Q3 		$214K Sell
2,138
-596
-22% -$59.8K ﹤0.01% 3304
2025
Q2 		$274K Buy
+2,734
New +$274K ﹤0.01% 3101

Other funds holding SOFR

CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's SOFR Position: Q1 2026 in Review

Stifel Financial increased its Amplify Samsung SOFR ETF (SOFR) stake by 103% in Q1 2026, buying an estimated $280K and bringing the position to 5,505 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Stifel Financial first reported a position in SOFR in Q2 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold SOFR as of Q1 2026.

  • Stifel Financial held 5,505 shares of Amplify Samsung SOFR ETF worth $551K as of Q1 2026.
  • Stifel Financial bought 2,794 Amplify Samsung SOFR ETF shares in Q1 2026, an estimated $280K.
  • Amplify Samsung SOFR ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2821 holding.
  • Stifel Financial first reported a position in Amplify Samsung SOFR ETF in Q2 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q1 2026.

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