Stifel Financial
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Stifel Financial’s Treace Medical Concepts TMCI Stock Holding History

Stifel Financial’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
435,009
+258,917
+147% +$712K ﹤0.01% 2189
2026
Q1 		$236K Buy
176,092
+8,390
+5% +$16.7K ﹤0.01% 3329
2025
Q4 		$411K Sell
167,702
-35,431
-17% -$154K ﹤0.01% 2968
2025
Q3 		$1.36M Buy
203,133
+18,012
+10% +$118K ﹤0.01% 2179
2025
Q2 		$1.09M Sell
185,121
-3,190
-2% -$20.8K ﹤0.01% 2277
2025
Q1 		$1.58M Sell
188,311
-990
-0.5% -$8.9K ﹤0.01% 1928
2024
Q4 		$1.41M Buy
189,301
+55,540
+42% +$372K ﹤0.01% 2028
2024
Q3 		$776K Sell
133,761
-17,975
-12% -$115K ﹤0.01% 2398
2024
Q2 		$1.01M Buy
151,736
+73,943
+95% +$597K ﹤0.01% 2155
2024
Q1 		$1.02M Sell
77,793
-1,281
-2% -$17.1K ﹤0.01% 2178
2023
Q4 		$1.01M Buy
79,074
+30,538
+63% +$309K ﹤0.01% 2144
2023
Q3 		$636K Buy
48,536
+1,719
+4% +$31.5K ﹤0.01% 2359
2023
Q2 		$1.2M Sell
46,817
-14,811
-24% -$382K ﹤0.01% 1964
2023
Q1 		$1.55M Sell
61,628
-3,335
-5% -$78.3K ﹤0.01% 1740
2022
Q4 		$1.49M Buy
64,963
+1,042
+2% +$24K ﹤0.01% 1735
2022
Q3 		$1.41M Sell
63,921
-68,658
-52% -$1.33M ﹤0.01% 1708
2022
Q2 		$1.9M Buy
132,579
+2,041
+2% +$34.4K ﹤0.01% 1527
2022
Q1 		$2.47M Buy
130,538
+15,546
+14% +$302K ﹤0.01% 1479
2021
Q4 		$2.14M Buy
114,992
+74,961
+187% +$1.55M ﹤0.01% 1568
2021
Q3 		$1.08M Buy
+40,031
New +$1.1M ﹤0.01% 2039

Other funds holding TMCI

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Stifel Financial's TMCI Position: Q2 2026 in Review

Stifel Financial increased its Treace Medical Concepts (TMCI) stake by 147% in Q2 2026, buying an estimated $712K and bringing the position to 435,009 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Stifel Financial first reported a position in TMCI in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.47M in Q1 2022. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • Stifel Financial held 435,009 shares of Treace Medical Concepts worth $1.73M as of Q2 2026.
  • Stifel Financial bought 258,917 Treace Medical Concepts shares in Q2 2026, an estimated $712K.
  • Treace Medical Concepts made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2189 holding.
  • Stifel Financial first reported a position in Treace Medical Concepts in Q3 2021 and has held it in 20 quarters since.
  • Stifel Financial's Treace Medical Concepts position peaked at $2.47M in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

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