STEPHENS INC /AR/
CIK
757657
City
LITTLE ROCK
State / Country
AR
Top Portfolio Positions
803 positions ·
$4,623,048,108 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
816,725 | $207,276,637 | 4.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,540,042 | $191,396,419 | 4.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
262,925 | $151,755,051 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
382,340 | $141,530,797 | 3.06% | |
| NVDA |
Nvidia Corp
Technology
|
810,438 | $141,340,387 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
652,465 | $135,888,885 | 2.94% | |
| AVGO |
Broadcom Inc.
Technology
|
411,322 | $127,308,272 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
424,070 | $124,744,431 | 2.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
166,554 | $108,316,728 | 2.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
342,294 | $98,430,062 | 2.13% |
Portfolio Trend
Holdings in BWG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,215,909 | 158,528 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,132,553 | 135,311 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,171,131 | 134,923 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,251,751 | 150,632 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,213,438 | 145,322 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,176,864 | 147,108 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,365,532 | 154,472 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,297,992 | 157,142 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $1,354,298 | 159,705 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,390,961 | 166,383 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,213,345 | 161,564 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,274,975 | 158,579 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,216,622 | 152,842 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,201,244 | 147,392 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,057,114 | 138,729 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,144,732 | 135,954 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,209,926 | 119,558 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,096,746 | 93,659 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,206,214 | 96,343 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,413,871 | 112,123 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,388,709 | 115,150 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,526,552 | 122,222 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,089,007 | 94,614 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $569,960 | 49,390 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $620,964 | 58,915 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||