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 Q2	$481K	Sell	4,803 -702	-13%	-$70.4K	﹤0.01%	2993
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 $20B AUM 25.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's SOFR Position: Q2 2026 in Review

Stifel Financial reduced its Amplify Samsung SOFR ETF (SOFR) stake by 13% in Q2 2026, selling an estimated $70.4K and leaving 4,803 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

Stifel Financial first reported a position in SOFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $551K in Q1 2026. 11 funds tracked by Wall St. Rank hold SOFR as of Q2 2026.

Stifel Financial held 4,803 shares of Amplify Samsung SOFR ETF worth $481K as of Q2 2026.
Stifel Financial sold 702 Amplify Samsung SOFR ETF shares in Q2 2026, an estimated $70.4K.
Amplify Samsung SOFR ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2993 holding.
Stifel Financial first reported a position in Amplify Samsung SOFR ETF in Q2 2025 and has held it in 5 quarters since.
Stifel Financial's Amplify Samsung SOFR ETF position peaked at $551K in Q1 2026.
11 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q2 2026.

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