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Filers›Holding Co.›STEPHENS INC /AR/
DOSSIER · 13F-HR · Q1 2026

STEPHENS INC /AR/

STEPHENS /AR/'s holding co. based in San Francisco, CA — $8.0B in tracked AUM across 1,311 positions as of Q1 2026.

S/
STEPHENS /AR/·San Francisco, CA·Holding Co.
CIK 0000757657 · last filed Mar 31, 2026
Total AUM
$8.0B
▼ 12.4%
vs prior
Holdings
1,311
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

STEPHENS INC /AR/ reported $8.0B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in VTI, AAPL, WMT. Notable moves this quarter: KRUS INCREASED (+$33.4M); MSFT INCREASED ($-33.2M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$211M657K2.6%
02
AAPL
APPLE INC
$208M817K2.6%
03
WMT
WALMART INC
$192M1.5M2.4%
04
QQQ
INVESCO QQQ TR
$152M263K1.9%
05
NVDA
NVIDIA CORPORATION
$142M810K1.8%
06
MSFT
MICROSOFT CORP
$142M382K1.8%
07
AMZN
AMAZON COM INC
$136M652K1.7%
08
AVGO
BROADCOM INC
$128M411K1.6%
09
JPM
JPMORGAN CHASE & CO
$125M424K1.6%
10
IWD
ISHARES TR
$125M583K1.6%

Filing history

Filing history loading…
AI Agent · grounded in STEPHENS
haiku-4-5 · 1,311 positions indexed
Sector mix
  • Financials29%
  • Health Care19%
  • Cons. Disc.6%
  • Communications11%
  • Industrials6%
  • Other29%
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