Stifel Financial
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Stifel Financial’s TBG Dividend Focus ETF TBG Stock Holding History

Stifel Financial’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Buy
50,288
+2,254
+5% +$79.7K ﹤0.01% 2063
2025
Q4 		$1.6M Sell
48,034
-2,226
-4% -$74K ﹤0.01% 2094
2025
Q3 		$1.66M Buy
50,260
+5,675
+13% +$188K ﹤0.01% 2038
2025
Q2 		$1.43M Buy
44,585
+6,530
+17% +$204K ﹤0.01% 2079
2025
Q1 		$1.25M Buy
38,055
+25,740
+209% +$849K ﹤0.01% 2094
2024
Q4 		$394K Buy
+12,315
New +$402K ﹤0.01% 2814

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

Stifel Financial's TBG Position: Q1 2026 in Review

Stifel Financial increased its TBG Dividend Focus ETF (TBG) stake by 4.7% in Q1 2026, buying an estimated $79.7K and bringing the position to 50,288 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Stifel Financial first reported a position in TBG in Q4 2024 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

  • Stifel Financial held 50,288 shares of TBG Dividend Focus ETF worth $1.75M as of Q1 2026.
  • Stifel Financial bought 2,254 TBG Dividend Focus ETF shares in Q1 2026, an estimated $79.7K.
  • TBG Dividend Focus ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2063 holding.
  • Stifel Financial first reported a position in TBG Dividend Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

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