Stifel Financial
TAXF icon

Stifel Financial’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Stifel Financial’s Portfolio TAXF Stock Details TAXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$811K Buy
16,210
+10,408
+179% +$528K ﹤0.01% 2571
2025
Q4 		$292K Sell
5,802
-260
-4% -$13.1K ﹤0.01% 3177
2025
Q3 		$305K Buy
6,062
+1,057
+21% +$52K ﹤0.01% 3100
2025
Q2 		$245K Sell
5,005
-67
-1% -$3.26K ﹤0.01% 3158
2025
Q1 		$251K Sell
5,072
-363
-7% -$18.2K ﹤0.01% 3074
2024
Q4 		$272K Buy
5,435
+512
+10% +$26K ﹤0.01% 3007
2024
Q3 		$253K Sell
4,923
-89
-2% -$4.53K ﹤0.01% 3038
2024
Q2 		$252K Sell
5,012
-620
-11% -$31.1K ﹤0.01% 3001
2024
Q1 		$285K Sell
5,632
-30
-0.5% -$1.52K ﹤0.01% 2943
2023
Q4 		$289K Sell
5,662
-1,170
-17% -$57.1K ﹤0.01% 2876
2023
Q3 		$328K Sell
6,832
-819
-11% -$40.5K ﹤0.01% 2742
2023
Q2 		$383K Buy
7,651
+9
+0.1% +$450 ﹤0.01% 2688
2023
Q1 		$385K Sell
7,642
-129
-2% -$6.44K ﹤0.01% 2670
2022
Q4 		$380K Buy
+7,771
New +$377K ﹤0.01% 2626

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stifel Financial's TAXF Position: Q1 2026 in Review

Stifel Financial increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 179% in Q1 2026, buying an estimated $528K and bringing the position to 16,210 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Stifel Financial first reported a position in TAXF in Q4 2022 and has held it in 14 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Stifel Financial held 16,210 shares of American Century Diversified Municipal Bond ETF worth $811K as of Q1 2026.
  • Stifel Financial bought 10,408 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $528K.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2571 holding.
  • Stifel Financial first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

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