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
Q2 		$6.39M Buy
101,182
+50,285
+99% +$2.85M 0.01% 1267
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 $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial's TRFM Position: Q2 2026 in Review

Stifel Financial increased its AAM Transformers ETF (TRFM) stake by 99% in Q2 2026, buying an estimated $2.85M and bringing the position to 101,182 shares worth $6.39M. The position accounts for 0.01% of the portfolio, ranked #1267.

Stifel Financial first reported a position in TRFM in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Stifel Financial held 101,182 shares of AAM Transformers ETF worth $6.39M as of Q2 2026.
  • Stifel Financial bought 50,285 AAM Transformers ETF shares in Q2 2026, an estimated $2.85M.
  • AAM Transformers ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1267 holding.
  • Stifel Financial first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

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