STEPHENS INC /AR/
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,038,095
- Description
- Little Rock Arkansas based fiduciary portfolio advisory practice with a corporation based operating model and a cycle aware and portfolio focused investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through allocation committee oversight and implementation consistency.
- Website
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- Founded
- —
- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 1,300 | 8,038,095 | 13F-HR | STEPHENS INC /AR/ |
| Q3 2025 | 10/27/2025 | 1,321 | 7,846,135 | 13F-HR | STEPHENS INC /AR/ |
| Q2 2025 | 7/29/2025 | 1,274 | 7,276,621 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2025 | 5/1/2025 | 1,236 | 6,823,824 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2024 | 1/28/2025 | 1,269 | 7,132,428 | 13F-HR | STEPHENS INC /AR/ |
| Q3 2024 | 10/28/2024 | 1,291 | 7,049,158 | 13F-HR | STEPHENS INC /AR/ |
| Q2 2024 | 8/6/2024 | 1,272 | 6,555,428 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2024 | 5/15/2024 | 1,310 | 6,448,131 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2023 | 2/13/2024 | 1,248 | 5,797,200 | 13F-HR | STEPHENS INC /AR/ |
| Q3 2023 | 11/14/2023 | 1,214 | 5,216,549 | 13F-HR | STEPHENS INC /AR/ |
| Q2 2023 | 8/14/2023 | 1,227 | 5,558,414 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2023 | 5/15/2023 | 1,191 | 5,212,396 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2022 | 2/14/2023 | 1,169 | 4,880,681 | 13F-HR/A - RESTATEMENT | STEPHENS INC /AR/ |
| Q4 2022 | 1/25/2023 | 1,169 | 4,880,701 | 13F-HR | STEPHENS INC /AR/ |
| Q3 2022 | 11/2/2022 | 1,202 | 4,683,131 | 13F-HR | STEPHENS INC /AR/ |
| Q2 2022 | 8/3/2022 | 1,227 | 4,956,076 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2022 | 5/4/2022 | 1,319 | 6,133,677 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2021 | 3/7/2022 | 1,345 | 6,609,629 | 13F-HR | STEPHENS INC /AR/ |
| Q3 2021 | 10/27/2021 | 1,353 | 6,464,560 | 13F-HR | STEPHENS INC /AR/ |
| Q2 2021 | 8/12/2021 | 1,341 | 6,677,928 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2021 | 5/14/2021 | 1,305 | 6,089,862 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2020 | 2/10/2021 | 1,219 | 5,573,861 | 13F-HR | STEPHENS INC /AR/ |
| Q3 2020 | 11/13/2020 | 1,182 | 5,079,950 | 13F-HR | STEPHENS INC /AR/ |
| Q2 2020 | 8/24/2020 | 1,146 | 4,651,658 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2020 | 5/14/2020 | 1,104 | 3,755,017 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2019 | 2/14/2020 | 1,144 | 4,772,969 | 13F-HR | STEPHENS INC /AR/ |
| Q1 2014 | 5/13/2014 | 802 | 1,834,817 | 13F-HR | STEPHENS INC /AR/ |
| Q4 2013 | 2/14/2014 | 873 | 2,015,430 | 13F-HR | STEPHENS INC /AR/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.47 M | 80.6% | 134.3 K | 0 | 134.3 K |
| ETFs | 1.528 M | 19.0% | 56.14 K | 0 | 56.14 K |
| Debt | 26.4 K | 0.3% | 2.422 K | 0 | 2.422 K |
| Other | 5.159 K | 0.1% | 130 | 0 | 130 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
8,038,095
Holdings
1300
QoQ value change ($000)
191,960
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.