Stifel Financial’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Stifel Financial’s Portfolio TBLD Stock Details TBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.4M	Buy	773,380 +52,002	+7%	+$1.11M	0.02%	722
2025 Q4	$14.5M	Buy	721,378 +16,682	+2%	+$334K	0.01%	774
2025 Q3	$14M	Sell	704,696 -18,852	-3%	-$374K	0.01%	788
2025 Q2	$14.2M	Buy	723,548 +113,337	+19%	+$2.06M	0.01%	742
2025 Q1	$10.9M	Buy	610,211 +34,619	+6%	+$597K	0.01%	806
2024 Q4	$9.37M	Buy	575,592 +95,494	+20%	+$1.61M	0.01%	876
2024 Q3	$8.56M	Buy	480,098 +96,448	+25%	+$1.62M	0.01%	912
2024 Q2	$6.19M	Buy	383,650 +46,099	+14%	+$731K	0.01%	1027
2024 Q1	$5.46M	Buy	337,551 +79,843	+31%	+$1.26M	0.01%	1097
2023 Q4	$4M	Buy	257,708 +48,435	+23%	+$717K	0.01%	1233
2023 Q3	$3.06M	Buy	209,273 +9,395	+5%	+$143K	﹤0.01%	1320
2023 Q2	$3.04M	Buy	199,878 +14,675	+8%	+$224K	﹤0.01%	1338
2023 Q1	$2.89M	Buy	185,203 +18,765	+11%	+$283K	﹤0.01%	1341
2022 Q4	$2.38M	Buy	166,438 +22,182	+15%	+$308K	﹤0.01%	1393
2022 Q3	$1.84M	Buy	144,256 +9,586	+7%	+$140K	﹤0.01%	1543
2022 Q2	$1.95M	Buy	134,670 +29,158	+28%	+$456K	﹤0.01%	1513
2022 Q1	$1.8M	Buy	105,512 +24,361	+30%	+$438K	﹤0.01%	1689
2021 Q4	$1.51M	Buy	+81,151	New	+$1.57M	﹤0.01%	1831

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial's TBLD Position: Q1 2026 in Review

Stifel Financial increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 7.2% in Q1 2026, buying an estimated $1.11M and bringing the position to 773,380 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #722.

Stifel Financial first reported a position in TBLD in Q4 2021 and has held it in 18 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Stifel Financial held 773,380 shares of Thornburg Income Builder Opportunities Trust worth $16.4M as of Q1 2026.
Stifel Financial bought 52,002 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $1.11M.
Thornburg Income Builder Opportunities Trust made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #722 holding.
Stifel Financial first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and has held it in 18 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

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