Stifel Financial’s Smith & Wesson SWBI Stock Holding History

Stifel Financial’s Portfolio SWBI Stock Details SWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Buy	16,428 +533	+3%	+$8.01K	﹤0.01%	3393
2026 Q1	$228K	Sell	15,895 -2,494	-14%	-$30.3K	﹤0.01%	3347
2025 Q4	$181K	Buy	18,389 +15	+0.1%	+$145	﹤0.01%	3402
2025 Q3	$181K	Buy	+18,374	New	+$157K	﹤0.01%	3370
2017 Q4	–	Sell	-205,653	Closed	-$2.5M	–	2723
2017 Q3	$2.5M	Buy	205,653 +13,434	+7%	+$189K	0.01%	1018
2017 Q2	$3.36M	Buy	192,219 +9,408	+5%	+$162K	0.01%	872
2017 Q1	$2.92M	Buy	182,811 +3,896	+2%	+$59.4K	0.01%	923
2016 Q4	$3.02M	Buy	+178,915	New	+$3.3M	0.01%	861

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Stifel Financial's SWBI Position: Q2 2026 in Review

Stifel Financial increased its Smith & Wesson (SWBI) stake by 3.4% in Q2 2026, buying an estimated $8.01K and bringing the position to 16,428 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

Stifel Financial first reported a position in SWBI in Q4 2016 and has held it in 8 quarters since. The position peaked at $3.36M in Q2 2017. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Stifel Financial held 16,428 shares of Smith & Wesson worth $247K as of Q2 2026.
Stifel Financial bought 533 Smith & Wesson shares in Q2 2026, an estimated $8.01K.
Smith & Wesson made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3393 holding.
Stifel Financial first reported a position in Smith & Wesson in Q4 2016 and has held it in 8 quarters since.
Stifel Financial's Smith & Wesson position peaked at $3.36M in Q2 2017.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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