Donald L. Chaney

@Stephens Inc Ar

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$7.049B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ESEEsco Technologies Inc Recent Activity New Position	0.02%	$786,004 6,094 shares@ $128.98 avg price	New Position
UTGReaves Util Income Fd Recent Activity New Position	0.02%	$727,562 22,175 shares@ $32.82 avg price	New Position
ERJEmbraer S.a. Recent Activity New Position	0.02%	$725,297 20,506 shares@ $35.37 avg price	New Position
OCOwens Corning New Recent Activity New Position	0.02%	$718,028 4,068 shares@ $176.51 avg price	New Position
CGGRCapital Group Growth Etf Recent Activity New Position	0.01%	$655,021 18,828 shares@ $34.79 avg price	New Position
ZBHZimmer Biomet Holdings Inc Recent Activity New Position	0.01%	$638,416 5,914 shares@ $107.95 avg price	New Position
IWMINeos Etf Trust Recent Activity New Position	0.01%	$636,474 12,390 shares@ $51.37 avg price	New Position
FBYTidal Tr Ii Recent Activity New Position	0.01%	$605,872 30,400 shares@ $19.93 avg price	New Position
HELOJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$529,289 8,657 shares@ $61.15 avg price	New Position
GGenpact Limited Recent Activity New Position	0.01%	$511,338 13,041 shares@ $39.22 avg price	New Position