Ownership history in STEPHENS INC /AR/ Β· 30 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π STEPHENS INC /AR/ outperformed the S&P 500 by +25.9% annually on this GOOGL position. Timing score: 61% (17/28 decisions correct). Average cost basis: $125.95. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 25.9% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 28 add/trim decisions correct
Best entry: $51.82 (2018 Q4) Β· Worst: $312.78 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 11 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
π STEPHENS INC /AR/ has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 1.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size