Arkolith/Funds/Stephens Inc

Stephens Inc

CIK 757657
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Stephens Inc holds a diversified book of 1332 stocks worth $8.9B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Modine Manufacturing Co and trimmed Broadcom Inc. Their largest long position is Vanguard Total Stock MKT ETF at 3% of the equity book.

Opened
175
bought for the first time
Added to
563
already held, bought more
Trimmed
519
sold some, still holds it
Sold out
77
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

54% mapped to company sectors

ETF / fund or unclassified
46%
Information Technology
18%
Financials
9%
Consumer Discretionary
7%
Industrials
5%
Health Care
4%
Utilities
3%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Stephens Inc

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$827.2B
MORGAN STANLEY80 / 80$644.4B
WELLS FARGO & COMPANY/MN80 / 80$184.4B
UBS Group AG80 / 80$172.4B
ROYAL BANK OF CANADA80 / 80$170.6B
JONES FINANCIAL COMPANIES LLLP80 / 80$86.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$84.0B
FIFTH THIRD BANCORP80 / 80$25.6B

Ranked by how many of Stephens Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,332 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$244.0M659.3K
2.7%
+0.3%
Added · +2K sh
2Apple Inc
COM
$242.1M833.4K
2.7%
+2.0%
Added · +17K sh
3Invesco QQQ TR
UNIT SER 1
$196.9M267.3K
2.2%
+1.7%
Added · +4K sh
4Walmart Inc
COM
$180.3M1.59M
2.0%
+3.1%
Added · +48K sh
5Nvidia Corporation
COM
$165.3M824.2K
1.9%
+1.7%
Added · +14K sh
6Amazon Com Inc
COM
$164.3M686.9K
1.8%
+5.3%
Added · +34K sh
7Broadcom Inc
COM
$150.8M398.5K
1.7%
−3.1%
Reduced · −13K sh
8Microsoft Corp
COM
$145.8M390.3K
1.6%
+2.1%
Added · +8K sh
9Ishares TR
RUS 1000 VAL ETF
$144.0M594.0K
1.6%
+1.9%
Added · +11K sh
10JPMorgan Chase & Co
COM
$144.0M439.0K
1.6%
+3.5%
Added · +15K sh
11Ishares TR
RUS 1000 GRW ETF
$132.2M1.06M
1.5%
+306%
Added · +802K sh
12Alphabet Inc
CAP STK CL A
$125.7M351.3K
1.4%
+2.6%
Added · +9K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$125.0M167.4K
1.4%
+0.5%
Added · +863 sh
14Alphabet Inc
CAP STK CL C
$113.4M320.6K
1.3%
+3.6%
Added · +11K sh
15Ishares TR
RUS MDCP VAL ETF
$110.2M669.7K
1.2%
−2.0%
Reduced · −14K sh
16Vanguard Index FDS
VALUE ETF
$92.4M423.9K
1.0%
+1.4%
Added · +6K sh
17Goldman Sachs Group Inc
COM
$86.4M85.3K
1.0%
+4.9%
Added · +4K sh
18Ishares TR
GLOBAL 100 ETF
$82.6M604.8K
0.9%
+15%
Added · +77K sh
19Vanguard Index FDS
S&P 500 ETF SHS
$77.8M113.3K
0.9%
+1.8%
Added · +2K sh
20Ishares TR
RUSSELL 3000 ETF
$75.8M177.8K
0.8%
+8.3%
Added · +14K sh
21Vanguard Index FDS
GROWTH ETF
$75.4M875.9K
0.8%
+503%
Added · +731K sh
22Vanguard Index FDS
SM CP VAL ETF
$73.6M302.9K
0.8%
+11%
Added · +29K sh
23Ishares TR
RUS MD CP GR ETF
$71.1M485.4K
0.8%
−7.3%
Reduced · −38K sh
24Kura Sushi USA Inc
CL A COM
$63.5M1.10M
0.7%
−0.4%
Reduced · −4K sh
25Caterpillar Inc
COM
$60.5M56.9K
0.7%
+1.0%
Added · +551 sh
26Schwab Strategic TR
US DIVIDEND EQ
$59.3M1.87M
0.7%
+3.4%
Added · +61K sh
27Meta Platforms Inc
CL A
$57.8M102.4K
0.6%
+1.2%
Added · +1K sh
28Vanguard Scottsdale FDS
VNG RUS1000GRW
$55.9M437.7K
0.6%
−0.8%
Reduced · −4K sh
29Cisco Sys Inc
COM
$55.2M469.6K
0.6%
−2.9%
Reduced · −14K sh
30State STR SPDR Dow Jones Ind
UT SER 1
$53.8M102.9K
0.6%
+8.8%
Added · +8K sh
31Johnson & Johnson
COM
$53.6M210.3K
0.6%
+21%
Added · +36K sh
32Vanguard BD Index FDS
INTERMED TERM
$52.5M683.9K
0.6%
+12%
Added · +74K sh
33ALPS ETF TR
ALERIAN MLP
$52.4M1.01M
0.6%
~0%
Added · +96 sh
34Vanguard Index FDS
SML CP GRW ETF
$51.4M140.6K
0.6%
+5.5%
Added · +7K sh
35Ishares TR
RUS MID CAP ETF
$48.2M436.6K
0.5%
+4.2%
Added · +17K sh
36Vanguard Index FDS
MID CAP ETF
$47.3M587.2K
0.5%
+297%
Added · +439K sh
37Vanguard Scottsdale FDS
SHRT TRM CORP BD
$46.1M583.6K
0.5%
+0.6%
Added · +4K sh
38Mastercard Incorporated
CL A
$45.5M88.5K
0.5%
−3.4%
Reduced · −3K sh
39Eli Lilly & Co
COM
$44.7M37.1K
0.5%
+0.5%
Added · +181 sh
40Ishares TR
RUSSELL 2000 ETF
$44.6M148.3K
0.5%
+23%
Added · +28K sh
41Duke Energy Corp New
COM NEW
$43.9M346.0K
0.5%
+0.1%
Added · +302 sh
42Chevron Corporation
COM
$43.3M260.6K
0.5%
−2.8%
Reduced · −7K sh
43Amphenol Corp
CL A
$43.1M244.2K
0.5%
−0.9%
Reduced · −2K sh
44Ishares TR
0-3 MTH TREASURY
$42.6M423.1K
0.5%
−8.1%
Reduced · −37K sh
45Exxon Mobil Corp
COM
$42.5M311.1K
0.5%
−0.3%
Reduced · −836 sh
46J P Morgan Exchange Traded F
ULTRA SHRT ETF
$41.8M827.0K
0.5%
−0.3%
Reduced · −2K sh
47First TR Exchange-Traded FD
CORE INVESTMENT
$41.8M2.00M
0.5%
+0.2%
Added · +5K sh
48Visa Inc
COM CL A
$41.4M120.0K
0.5%
−1.8%
Reduced · −2K sh
49Invesco Exch Traded FD TR II
VAR RATE PFD
$39.9M1.64M
0.4%
+11%
Added · +162K sh
50Ishares TR
1 3 YR TREAS BD
$39.8M484.8K
0.4%
−3.8%
Reduced · −19K sh
Showing 50 of 1,332 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 20261,332$8.9B13F-HR
Q1 2026Mar 31, 2026Apr 28, 20261,311$8.0B13F-HR
Q4 2025Dec 31, 2025Feb 5, 20261,300$8.0B13F-HR
Q3 2025Sep 30, 2025Oct 27, 20251,321$7.8B13F-HR
Q2 2025Jun 30, 2025Jul 29, 20251,274$7.3B13F-HR
Q1 2025Mar 31, 2025May 1, 20251,236$6.8B13F-HR
Q4 2024Dec 31, 2024Jan 28, 20251,269$7.1B13F-HR
Q3 2024Sep 30, 2024Oct 28, 20241,291$7.0B13F-HR
Q2 2024Jun 30, 2024Aug 6, 20241,272$6.6B13F-HR
Q1 2024Mar 31, 2024May 15, 20241,310$6.4B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,248$5.8B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,214$5.2B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,227$5.6B13F-HR
Q1 2023Mar 31, 2023May 15, 20231,191$5.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,169$4.9B13F-HR/A
Q3 2022Sep 30, 2022Nov 2, 20221,202$4.7B13F-HR
Q2 2022Jun 30, 2022Aug 3, 20221,227$5.0B13F-HR
Q1 2022Mar 31, 2022May 4, 20221,319$6.1B13F-HR
Q4 2021Dec 31, 2021Mar 7, 20221,345$6.6B13F-HR
Q3 2021Sep 30, 2021Oct 27, 20211,353$6.5B13F-HR
Q2 2021Jun 30, 2021Aug 12, 20211,341$6.7B13F-HR
Q1 2021Mar 31, 2021May 14, 20211,305$6.1B13F-HR
Q4 2020Dec 31, 2020Feb 10, 20211,219$5.6B13F-HR
Amended / restated
  • Q4 2022 · filed Jan 25, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.