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Donald L. Chaney

@Stephens Inc Ar

Latest period2024 - Q3ReportedManaged Assets$7.049BTotal holdings1291
Assets growth rate7.54%Assets growth rate (2-Q avg)4.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stephens Inc Ar's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1291 positions.

Assets under management

The assets under management (AUM) of Stephens Inc Ar over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.049B in assets, with a quarterly growth rate of 7.54% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Donald L. Chaney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWDIshares Tr
Recent Activity
Decreased -0.13%
1.78%
$125.452M
660,972 shares@ $189.8 avg price
IWSIshares Tr
Recent Activity
Decreased -0.3%
1.54%
$108.137M
817,670 shares@ $132.25 avg price
IWFIshares Tr
Recent Activity
Decreased -0.23%
1.43%
$100.286M
267,157 shares@ $375.39 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.69%
1.29%
$90.329M
484,781 shares@ $186.33 avg price
KRUSKura Sushi Usa Inc
Recent Activity
Decreased -0.83%
0.95%
$66.957M
831,144 shares@ $80.57 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.37%
0.76%
$53.097M
668,556 shares@ $79.43 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.13%
0.76%
$52.94M
316,644 shares@ $167.2 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.26%
0.67%
$47.067M
234,422 shares@ $200.78 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.66%
0.63%
$44.3M
50,003 shares@ $885.95 avg price
IGSBIshares Tr
Recent Activity
Decreased -1.3%
0.6%
$42.154M
800,496 shares@ $52.67 avg price