STIFEL FINANCIAL CORP FCLD β€” FIDELITY COVINGTON TRUST

Ownership history in STIFEL FINANCIAL CORP  Β·  1 quarter on record

AI Ownership Summary

STIFEL FINANCIAL CORP reported FIDELITY COVINGTON TRUST (FCLD) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows FCLD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STIFEL FINANCIAL CORP's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCLD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STIFEL FINANCIAL CORP held FCLD β€” position size vs. price
% of Fund (quarterly)    FCLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 19,250 β€” β€” 0.00% $522K 2026-05-12 $34.38

FAQ About STIFEL FINANCIAL CORP and FCLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has STIFEL FINANCIAL CORP reported owning FCLD?

STIFEL FINANCIAL CORP reported FCLD across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported FCLD position in STIFEL FINANCIAL CORP's portfolio?

The largest reported portfolio weight for FCLD was 0.00% in 2026 Q1.

What is the latest reported FCLD position on this page?

The most recent filing on this page is 2026 Q1, when STIFEL FINANCIAL CORP reported 19,250 shares, equal to 0.00% of portfolio, with an estimated market value of $522K.

What does the chart on this FCLD ownership page compare?

The chart compares STIFEL FINANCIAL CORP's quarterly FCLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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