13FBOX
Stephens Group, LLC · 13F Holdings
Options Calculator Rankings

Stephens Group, LLC

No.7044 Data as of 2026Q2
Latest AUM (Q2 2026)
$206.3M
QoQ Change Q1 2026
+$34.8M+20.3%
Holdings
4
New Buys
0
Adds
1
Reduces
1
Exits
0
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EENERGY TRANSFER L PET
50.46%61.27%$104.1M5.4M$105.1M5.4M00.00%Unchanged
WESTROCK COFFEE COWEST
28.88%20.1%$59.6M7.3M$34.5M8.1M-762,172-9.40%Reduce
CCS DISCO INC COMLAW
14.28%17.37%$29.5M7.8M$29.8M7.8M00.00%Unchanged
SSTUBHUB HLDGS INCSTUB
6.38%1.27%$13.2M1.0M$2.2M348,698+673,715+193.21%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow