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
Q2 		$18.4M Sell
380,950
-11,124
-3% -$520K 0.02% 723
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 $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Stifel Financial's STXF Position: Q2 2026 in Review

Stifel Financial reduced its Strive 500 ETF (STXF) stake by 2.8% in Q2 2026, selling an estimated $520K and leaving 380,950 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #723.

Stifel Financial first reported a position in STXF in Q1 2023 and has held it in 14 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Stifel Financial held 380,950 shares of Strive 500 ETF worth $18.4M as of Q2 2026.
  • Stifel Financial sold 11,124 Strive 500 ETF shares in Q2 2026, an estimated $520K.
  • Strive 500 ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #723 holding.
  • Stifel Financial first reported a position in Strive 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

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