Stifel Financial
UAN icon

Stifel Financial’s CVR Partners UAN Stock Holding History

Stifel Financial’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$784K Buy
6,192
+369
+6% +$42.2K ﹤0.01% 2591
2025
Q4 		$597K Buy
5,823
+275
+5% +$26.2K ﹤0.01% 2765
2025
Q3 		$500K Buy
5,548
+830
+18% +$74.8K ﹤0.01% 2816
2025
Q2 		$419K Buy
4,718
+1,730
+58% +$139K ﹤0.01% 2866
2025
Q1 		$225K Hold
2,988
– – ﹤0.01% 3131
2024
Q4 		$227K Buy
+2,988
New +$216K ﹤0.01% 3108
2019
Q4 		– Sell
-1,878
Closed -$72K – 3079
2019
Q3 		$72K Buy
+1,878
New +$69.5K ﹤0.01% 2784

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