13F Insight
DOSSIER · 13F-HR · Q1 2026

STEPHENS INC /AR/

$8.0B in tracked AUM across 1,311 positions as of Q1 2026.

SI
CIK 0000757657 · last filed Mar 31, 2026
Total AUM
$8.0B
as of Q1 2026
Holdings
1,311
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

STEPHENS INC /AR/ entered 2026-03-31 with $8.0B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

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

2026Q1Mar 31
$8.0B▼ 0.6%
1,311 positionsView →2025Q4Dec 31
$8.0B▲ 2.4%
1,300 positionsView →2025Q3Sep 30
$7.8B▲ 7.8%
1,321 positionsView →2025Q2Jun 30
$7.3B▲ 6.6%
1,274 positionsLocked2025Q1Mar 31
$6.8B▼ 4.3%
1,236 positionsLocked2024Q4Dec 31
$7.1B▲ 1.2%
1,269 positionsLocked2024Q3Sep 30
$7.0B▲ 7.5%
1,291 positionsLocked2024Q2Jun 30
$6.6B▲ 1.7%
1,272 positionsLocked2024Q1Mar 31
$6.4B▲ 11.2%
1,310 positionsLocked2023Q4Dec 31
$5.8B▲ 11.1%
1,248 positionsLocked2023Q3Sep 30
$5.2B▼ 6.2%
1,214 positionsLocked2023Q2Jun 30
$5.6B▲ 6.6%
1,227 positionsLocked
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