Stifel Financial’s UL Solutions ULS Stock Holding History

Stifel Financial’s Portfolio ULS Stock Details ULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.8M	Sell	148,845 -34,179	-19%	-$2.68M	0.01%	1011
2026 Q2	$18.6M	Buy	183,024 +4,866	+3%	+$460K	0.02%	712
2026 Q1	$15.3M	Sell	178,158 -28,848	-14%	-$2.27M	0.01%	745
2025 Q4	$16.3M	Sell	207,006 -15,183	-7%	-$1.22M	0.01%	722
2025 Q3	$15.7M	Buy	222,189 +184,815	+495%	+$12.6M	0.01%	726
2025 Q2	$2.72M	Sell	37,374 -22,155	-37%	-$1.45M	﹤0.01%	1622
2025 Q1	$3.36M	Buy	59,529 +16,648	+39%	+$884K	﹤0.01%	1414
2024 Q4	$2.14M	Buy	42,881 +12,381	+41%	+$642K	﹤0.01%	1726
2024 Q3	$1.5M	Buy	30,500 +485	+2%	+$23.6K	﹤0.01%	1960
2024 Q2	$1.27M	Buy	+30,015	New	+$1.14M	﹤0.01%	2013

Other funds holding ULS

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Stifel Financial's ULS Position: Q3 2026 in Review

Stifel Financial reduced its UL Solutions (ULS) stake by 19% in Q3 2026, selling an estimated $2.68M and leaving 148,845 shares worth $9.8M. The position accounts for 0.01% of the portfolio, ranked #1011.

Stifel Financial first reported a position in ULS in Q2 2024 and has held it in 10 quarters since. The position peaked at $18.6M in Q2 2026. 252 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

Stifel Financial held 148,845 shares of UL Solutions worth $9.8M as of Q3 2026.
Stifel Financial sold 34,179 UL Solutions shares in Q3 2026, an estimated $2.68M.
UL Solutions made up 0.01% of Stifel Financial's portfolio in Q3 2026, its #1011 holding.
Stifel Financial first reported a position in UL Solutions in Q2 2024 and has held it in 10 quarters since.
Stifel Financial's UL Solutions position peaked at $18.6M in Q2 2026.
252 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.