Stifel Financial
ZONE

Stifel Financial’s CleanCore Solutions ZONE Stock Holding History

Stifel Financial’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Buy
+360,000
New +$200K ﹤0.01% 3296

Other funds holding ZONE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stifel Financial's ZONE Position: Q2 2026 in Review

Stifel Financial opened a new position in CleanCore Solutions (ZONE) in Q2 2026: 360,000 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #3296 among its holdings.

25 funds tracked by Wall St. Rank hold ZONE as of Q2 2026.

  • Stifel Financial held 360,000 shares of CleanCore Solutions worth $295K as of Q2 2026.
  • CleanCore Solutions was a new Stifel Financial position in Q2 2026.
  • CleanCore Solutions made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3296 holding.
  • 25 funds tracked by Wall St. Rank held CleanCore Solutions as of Q2 2026.

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