Stifel Financial
TOGA

Stifel Financial’s Tremblant Global ETF TOGA Stock Holding History

Stifel Financial’s Portfolio TOGA Stock Details TOGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,541
Closed -$361K – 3762
2025
Q4 		$361K Buy
+10,541
New +$360K ﹤0.01% 3041

Other funds holding TOGA

TA
TRB Advisors New York $146M AUM 3.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EIP
Essential Investment Partners Englewood, Colorado $125M AUM
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Stifel Financial's TOGA Position: Q1 2026 in Review

Stifel Financial sold out of Tremblant Global ETF (TOGA) in Q1 2026, closing a stake of 10,541 shares — an estimated $361K sold.

Stifel Financial first reported a position in TOGA in Q4 2025 and held it in 1 quarter. The position peaked at $361K in Q4 2025. 7 funds tracked by Wall St. Rank hold TOGA as of Q1 2026.

  • Stifel Financial reported no remaining Tremblant Global ETF position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 10,541 Tremblant Global ETF shares in Q1 2026, an estimated $361K.
  • Stifel Financial first reported a position in Tremblant Global ETF in Q4 2025 and held it in 1 quarter.
  • Stifel Financial's Tremblant Global ETF position peaked at $361K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Tremblant Global ETF as of Q1 2026.

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