Stifel Financial’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Stifel Financial’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Sell	35,855 -1,516	-4%	-$71K	﹤0.01%	2208
2026 Q1	$1.76M	Buy	37,371 +539	+1%	+$25.5K	﹤0.01%	2058
2025 Q4	$1.74M	Buy	36,832 +731	+2%	+$34.8K	﹤0.01%	2026
2025 Q3	$1.72M	Buy	36,101 +1,761	+5%	+$82.9K	﹤0.01%	2015
2025 Q2	$1.62M	Sell	34,340 -710	-2%	-$33K	﹤0.01%	1988
2025 Q1	$1.65M	Sell	35,050 -3,929	-10%	-$182K	﹤0.01%	1894
2024 Q4	$1.79M	Sell	38,979 -24,759	-39%	-$1.16M	﹤0.01%	1856
2024 Q3	$3.05M	Buy	63,738 +9,691	+18%	+$458K	﹤0.01%	1509
2024 Q2	$2.49M	Buy	54,047 +14,507	+37%	+$665K	﹤0.01%	1573
2024 Q1	$1.83M	Buy	39,540 +18,903	+92%	+$876K	﹤0.01%	1781
2023 Q4	$968K	Sell	20,637 -1,782	-8%	-$80.2K	﹤0.01%	2163
2023 Q3	$999K	Buy	+22,419	New	+$1.02M	﹤0.01%	2055

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Stifel Financial's UITB Position: Q2 2026 in Review

Stifel Financial reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 4.1% in Q2 2026, selling an estimated $71K and leaving 35,855 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Stifel Financial first reported a position in UITB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Stifel Financial held 35,855 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.68M as of Q2 2026.
Stifel Financial sold 1,516 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $71K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2208 holding.
Stifel Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Stifel Financial's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $3.05M in Q3 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

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