STEPHENS INC /AR/

Q2 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
1,332
Total value ($000)
$8,925,963
Net value change ($000)
+932,171 (11.7%)
New positions
95
Sold out positions
73
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 45,110 29.7%
AAPL 34,204 16.4%
VTI 33,153 15.7%
AMZN 28,160 20.7%
GOOGL 27,030 27.4%
GOOGL 24,492 27.6%
NVDA 23,473 16.5%
AVGO 23,223 18.2%
CAT 20,657 51.8%
IWF 20,427 18.3%
Top Reduces (Value $000, Stocks/ETFs)
KRUS -13,796 -17.9%
CVX -12,185 -21.9%
PLTR -11,337 -29.0%
WMT -11,189 -5.8%
T -10,472 -54.4%
XOM -10,456 -19.7%
TGT -7,783 -77.7%
HON -7,165 -100.0%
KTOS -7,164 -33.4%
MDT -6,603 -26.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type