Stifel Financial
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Stifel Financial’s AB Ultra Short Income ETF YEAR Stock Holding History

Stifel Financial’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.08M Buy
179,927
+22,996
+15% +$1.16M 0.01% 1011
2025
Q4 		$7.92M Buy
156,931
+25,783
+20% +$1.3M 0.01% 1086
2025
Q3 		$6.65M Buy
131,148
+24,247
+23% +$1.23M 0.01% 1154
2025
Q2 		$5.42M Buy
106,901
+14,858
+16% +$751K 0.01% 1213
2025
Q1 		$4.66M Buy
92,043
+38,649
+72% +$1.95M 0.01% 1225
2024
Q4 		$2.69M Sell
53,394
-2,159
-4% -$109K ﹤0.01% 1586
2024
Q3 		$2.82M Buy
55,553
+4,509
+9% +$228K ﹤0.01% 1557
2024
Q2 		$2.58M Buy
51,044
+17,467
+52% +$880K ﹤0.01% 1550
2024
Q1 		$1.7M Buy
33,577
+4,723
+16% +$238K ﹤0.01% 1846
2023
Q4 		$1.45M Buy
28,854
+6,343
+28% +$318K ﹤0.01% 1893
2023
Q3 		$1.13M Buy
22,511
+780
+4% +$39.1K ﹤0.01% 1975
2023
Q2 		$1.09M Buy
21,731
+10,854
+100% +$544K ﹤0.01% 2035
2023
Q1 		$546K Buy
+10,877
New +$545K ﹤0.01% 2467

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial's YEAR Position: Q1 2026 in Review

Stifel Financial increased its AB Ultra Short Income ETF (YEAR) stake by 15% in Q1 2026, buying an estimated $1.16M and bringing the position to 179,927 shares worth $9.08M. The position accounts for 0.01% of the portfolio, ranked #1011.

Stifel Financial first reported a position in YEAR in Q1 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Stifel Financial held 179,927 shares of AB Ultra Short Income ETF worth $9.08M as of Q1 2026.
  • Stifel Financial bought 22,996 AB Ultra Short Income ETF shares in Q1 2026, an estimated $1.16M.
  • AB Ultra Short Income ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1011 holding.
  • Stifel Financial first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

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