Rothwell Investment Advisors, LLC’s Stifel SF Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$51.9K	Buy	+740	New	+$58.4K	0.03%	423

Other funds holding SF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Stifel (SF) in Q3 2026: 740 shares worth $51.9K. The stake represents 0.03% of the portfolio and ranks #423 among its holdings.

272 funds tracked by Wall St. Rank hold SF as of Q3 2026.

Rothwell Investment Advisors, LLC held 740 shares of Stifel worth $51.9K as of Q3 2026.
Stifel was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Stifel made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #423 holding.
272 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.