Stifel Financial
SRVR icon

Stifel Financial’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Stifel Financial’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425K Buy
13,370
+302
+2% +$10.3K ﹤0.01% 3072
2026
Q1 		$408K Sell
13,068
-465
-3% -$14.6K ﹤0.01% 2981
2025
Q4 		$388K Sell
13,533
-140,583
-91% -$4.24M ﹤0.01% 2998
2025
Q3 		$4.88M Buy
154,116
+29,621
+24% +$942K ﹤0.01% 1327
2025
Q2 		$4.02M Sell
124,495
-19,197
-13% -$589K ﹤0.01% 1367
2025
Q1 		$4.22M Buy
143,692
+30,615
+27% +$927K ﹤0.01% 1280
2024
Q4 		$3.39M Buy
113,077
+19,308
+21% +$604K ﹤0.01% 1426
2024
Q3 		$3.01M Buy
93,769
+12,283
+15% +$366K ﹤0.01% 1518
2024
Q2 		$2.23M Buy
81,486
+15,206
+23% +$414K ﹤0.01% 1655
2024
Q1 		$1.9M Buy
66,280
+11,863
+22% +$342K ﹤0.01% 1757
2023
Q4 		$1.62M Buy
54,417
+23,444
+76% +$637K ﹤0.01% 1815
2023
Q3 		$802K Sell
30,973
-5,245
-14% -$150K ﹤0.01% 2192
2023
Q2 		$1.06M Sell
36,218
-35,951
-50% -$1.04M ﹤0.01% 2054
2023
Q1 		$2.14M Sell
72,169
-4,195
-5% -$127K ﹤0.01% 1528
2022
Q4 		$2.22M Sell
76,364
-2,667
-3% -$77.2K ﹤0.01% 1449
2022
Q3 		$2.26M Sell
79,031
-6,671
-8% -$229K ﹤0.01% 1383
2022
Q2 		$2.95M Sell
85,702
-17
-0% -$624 ﹤0.01% 1236
2022
Q1 		$3.35M Sell
85,719
-21,522
-20% -$808K ﹤0.01% 1276
2021
Q4 		$4.64M Buy
107,241
+12,282
+13% +$499K 0.01% 1111
2021
Q3 		$3.7M Buy
94,959
+1,199
+1% +$49.2K 0.01% 1187
2021
Q2 		$3.78M Buy
93,760
+27,098
+41% +$1.05M 0.01% 1172
2021
Q1 		$2.41M Sell
66,662
-7,729
-10% -$275K ﹤0.01% 1407
2020
Q4 		$2.67M Sell
74,391
-5,689
-7% -$202K ﹤0.01% 1203
2020
Q3 		$2.83M Buy
80,080
+450
+0.6% +$16.3K 0.01% 1043
2020
Q2 		$2.83M Buy
79,630
+44,487
+127% +$1.5M 0.01% 980
2020
Q1 		$1.07M Buy
35,143
+9,752
+38% +$321K ﹤0.01% 1385
2019
Q4 		$830K Buy
25,391
+1,400
+6% +$44.2K ﹤0.01% 1956
2019
Q3 		$770K Buy
+23,991
New +$745K ﹤0.01% 1921

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial's SRVR Position: Q2 2026 in Review

Stifel Financial increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 2.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 13,370 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Stifel Financial first reported a position in SRVR in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.88M in Q3 2025. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • Stifel Financial held 13,370 shares of Pacer Data & Infrastructure Real Estate ETF worth $425K as of Q2 2026.
  • Stifel Financial bought 302 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $10.3K.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3072 holding.
  • Stifel Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2019 and has held it in 28 quarters since.
  • Stifel Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $4.88M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

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