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 Q3	$3.16M	Buy	92,139 +10,419	+13%	+$347K	﹤0.01%	1727
2026 Q2	$2.65M	Sell	81,720 -4,422	-5%	-$140K	﹤0.01%	1871
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Leisure Capital Management Costa Mesa, California $316M AUM 29.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Stifel Financial's WINN Position: Q3 2026 in Review

Stifel Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 13% in Q3 2026, buying an estimated $347K and bringing the position to 92,139 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Stifel Financial first reported a position in WINN in Q1 2025 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

Stifel Financial held 92,139 shares of Harbor Long-Term Growers ETF worth $3.16M as of Q3 2026.
Stifel Financial bought 10,419 Harbor Long-Term Growers ETF shares in Q3 2026, an estimated $347K.
Harbor Long-Term Growers ETF made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #1727 holding.
Stifel Financial first reported a position in Harbor Long-Term Growers ETF in Q1 2025 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

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