STBF — TRUST FOR PROFESSIONAL MANA

Ownership history in D.A. DAVIDSON & CO.  ·  1 quarter on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in TRUST FOR PROFESSIONAL MANA (STBF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 11,900 — — 0.00% $302K $25.18
% of Fund (quarterly)    STBF price (monthly, adj. close)

Other funds also holding STBF

As of 2025 Q4 — sorted by position size

Chicago Wealth Management, Inc. 3Y 0.3% ROTHSCHILD INVESTMENT LLC 0.24% Acorn Wealth Advisors, LLC 3Y 7Y 0.11% Summit Financial, LLC 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% Geneos Wealth Management Inc. 3Y 0.0% CWM, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%
← Back to D.A. DAVIDSON & CO. Holdings