APFP
SF

Action Point Financial Planning’s Stifel SF Stock Holding History

Action Point Financial Planning’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
Q2 		$9.56K Buy
+140
New +$10.4K ﹤0.01% 1478

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's SF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Stifel (SF) in Q2 2026: 140 shares worth $9.56K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings.

589 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Action Point Financial Planning held 140 shares of Stifel worth $9.56K as of Q2 2026.
  • Stifel was a new Action Point Financial Planning position in Q2 2026.
  • Stifel made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1478 holding.
  • 589 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.