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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
PAUGInnovator Etfs Trust
Recent Activity
New Position
0.1%
$6.648M
175,590 shares@ $37.86 avg price
HESMHess Midstream Lp
Recent Activity
New Position
0.05%
$3.255M
92,281 shares@ $35.28 avg price
SEPUAim Etf Products Trust
Recent Activity
New Position
0.04%
$2.405M
94,667 shares@ $25.41 avg price
AUGUAim Etf Products Trust
Recent Activity
New Position
0.04%
$2.37M
91,677 shares@ $25.85 avg price
JULUAim Etf Products Trust
Recent Activity
New Position
0.04%
$2.357M
90,175 shares@ $26.14 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.03%
$1.701M
11,268 shares@ $150.99 avg price
ZETAZeta Global Holdings Corp
Recent Activity
New Position
0.03%
$1.634M
54,791 shares@ $29.84 avg price
SPYINeos Etf Trust
Recent Activity
New Position
0.02%
$1.376M
26,850 shares@ $51.24 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.02%
$1.32M
40,926 shares@ $32.26 avg price
MFICMidcap Financial Invstmnt Co
Recent Activity
New Position
0.02%
$1.118M
83,491 shares@ $13.39 avg price