Stifel Financial’s Harbor Long-Term Growers ETF WINN Stock Holding History

Stifel Financial’s Portfolio WINN Stock Details WINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Sell	86,142 -8,619	-9%	-$256K	﹤0.01%	1836
2025 Q4	$2.95M	Buy	94,761 +3,820	+4%	+$120K	﹤0.01%	1659
2025 Q3	$2.83M	Buy	90,941 +35,794	+65%	+$1.08M	﹤0.01%	1657
2025 Q2	$1.61M	Buy	55,147 +45,657	+481%	+$1.19M	﹤0.01%	1993
2025 Q1	$233K	Buy	+9,490	New	+$255K	﹤0.01%	3108

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Stifel Financial's WINN Position: Q1 2026 in Review

Stifel Financial reduced its Harbor Long-Term Growers ETF (WINN) stake by 9.1% in Q1 2026, selling an estimated $256K and leaving 86,142 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Stifel Financial first reported a position in WINN in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.95M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Stifel Financial held 86,142 shares of Harbor Long-Term Growers ETF worth $2.39M as of Q1 2026.
Stifel Financial sold 8,619 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $256K.
Harbor Long-Term Growers ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1836 holding.
Stifel Financial first reported a position in Harbor Long-Term Growers ETF in Q1 2025 and has held it in 5 quarters since.
Stifel Financial's Harbor Long-Term Growers ETF position peaked at $2.95M in Q4 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

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