Stifel Financial
STXF

Stifel Financial’s Strive 500 ETF STXF Stock Holding History

Stifel Financial’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Sell
392,074
-18,660
-5% -$818K 0.02% 718
2025
Q4 		$18.1M Buy
410,734
+53,164
+15% +$2.33M 0.02% 674
2025
Q3 		$15.4M Buy
357,570
+136,581
+62% +$5.67M 0.01% 735
2025
Q2 		$8.85M Buy
220,989
+176,237
+394% +$6.51M 0.01% 949
2025
Q1 		$1.61M Buy
44,752
+20,033
+81% +$760K ﹤0.01% 1906
2024
Q4 		$934K Buy
24,719
+3,353
+16% +$127K ﹤0.01% 2289
2024
Q3 		$787K Sell
21,366
-38,533
-64% -$1.37M ﹤0.01% 2388
2024
Q2 		$2.09M Buy
59,899
+442
+0.7% +$14.9K ﹤0.01% 1695
2024
Q1 		$2M Sell
59,457
-1,627
-3% -$52.1K ﹤0.01% 1717
2023
Q4 		$1.87M Sell
61,084
-24,564
-29% -$703K ﹤0.01% 1722
2023
Q3 		$2.35M Buy
85,648
+26,458
+45% +$754K ﹤0.01% 1486
2023
Q2 		$1.68M Buy
59,190
+4,307
+8% +$115K ﹤0.01% 1749
2023
Q1 		$1.43M Buy
+54,883
New +$1.39M ﹤0.01% 1787

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Stifel Financial's STXF Position: Q1 2026 in Review

Stifel Financial reduced its Strive 500 ETF (STXF) stake by 4.5% in Q1 2026, selling an estimated $818K and leaving 392,074 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #718.

Stifel Financial first reported a position in STXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.1M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Stifel Financial held 392,074 shares of Strive 500 ETF worth $16.5M as of Q1 2026.
  • Stifel Financial sold 18,660 Strive 500 ETF shares in Q1 2026, an estimated $818K.
  • Strive 500 ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #718 holding.
  • Stifel Financial first reported a position in Strive 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Stifel Financial's Strive 500 ETF position peaked at $18.1M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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