Stifel Financial
TRFM icon

Stifel Financial’s AAM Transformers ETF TRFM Stock Holding History

Stifel Financial’s Portfolio TRFM Stock Details TRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
50,897
+12,162
+31% +$595K ﹤0.01% 1844
2025
Q4 		$1.85M Buy
+38,735
New +$1.88M ﹤0.01% 1991

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMTC
Farmers & Merchants Trust Company Long Beach, California $426M AUM 18.88% 1-Year Est. Return

Stifel Financial's TRFM Position: Q1 2026 in Review

Stifel Financial increased its AAM Transformers ETF (TRFM) stake by 31% in Q1 2026, buying an estimated $595K and bringing the position to 50,897 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Stifel Financial first reported a position in TRFM in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold TRFM as of Q1 2026.

  • Stifel Financial held 50,897 shares of AAM Transformers ETF worth $2.36M as of Q1 2026.
  • Stifel Financial bought 12,162 AAM Transformers ETF shares in Q1 2026, an estimated $595K.
  • AAM Transformers ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1844 holding.
  • Stifel Financial first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2026.

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