STEPHENS INC /AR/

Q3 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
1,319
Total value ($000)
$9,055,322
Net value change ($000)
+129,359 (1.4%)
New positions
69
Sold out positions
82
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 62,905 43.1%
XOM 49,924 NEW
AAPL 40,797 16.8%
NEAR 33,908 11455.4%
NVDA 31,073 18.8%
IGSB 26,751 93.4%
META 16,333 28.2%
PLTR 15,195 54.7%
AVUV 14,270 57.6%
CVX 10,229 23.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -42,528 -100.0%
KRUS -20,907 -32.9%
KNX -17,371 -94.2%
OTF -14,274 -100.0%
WMT -13,935 -7.7%
KTOS -13,160 -92.1%
CAT -12,501 -20.6%
MTZ -11,348 -49.2%
MOD -11,302 -71.5%
AVGO -9,441 -6.3%
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