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Donald L. Chaney

Stephens Inc Ar

Assets Managed
$7.994B
Holdings
1311
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-0.55%(2Q avg: 0.95%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stephens Inc Ar's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1311 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.994B in assets, with a quarterly growth rate of -0.55% and a 2-quarter average growth rate of 0.95%. The portfolio is managed by Donald L. Chaney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.43%
2.64%
$210.831M
657,184 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.48%
2.61%
$207.93M
816,725 shares@ $254.6 avg price
WMT
Walmart Inc
Recent Activity
Increased 6.72%
2.4%
$191.53M
1.54M shares@ $124.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.87%
1.9%
$151.755M
262,925 shares@ $577.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.14%
1.78%
$141.871M
810,438 shares@ $175.06 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.89%
1.78%
$141.743M
382,340 shares@ $370.73 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.96%
1.71%
$136.157M
652,465 shares@ $208.69 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.12%
1.6%
$127.583M
411,322 shares@ $310.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.24%
1.57%
$125.064M
424,070 shares@ $294.92 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -6.14%
1.56%
$124.586M
582,984 shares@ $213.71 avg price

1-10 of 1311