Aaron Wealth Advisors’s Stifel SF Stock Holding History

Aaron Wealth Advisors’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 Q1	–	Sell	-5,109	Closed	-$426K	–	754
2025 Q4	$426K	Buy	5,109 +1,054	+26%	+$84.2K	0.02%	478
2025 Q3	$307K	Buy	+4,055	New	+$304K	0.02%	521

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aaron Wealth Advisors's SF Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of Stifel (SF) in Q1 2026, closing a stake of 5,109 shares — an estimated $426K sold.

Aaron Wealth Advisors first reported a position in SF in Q3 2025 and held it in 2 quarters. The position peaked at $426K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Aaron Wealth Advisors reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 5,109 Stifel shares in Q1 2026, an estimated $426K.
Aaron Wealth Advisors first reported a position in Stifel in Q3 2025 and held it in 2 quarters.
Aaron Wealth Advisors's Stifel position peaked at $426K in Q4 2025.
634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.