AWM
SF

Activest Wealth Management’s Stifel SF Stock Holding History

Activest Wealth Management’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 		$5.16K Sell
74
-390
-84% -$29.1K ﹤0.01% 704
2026
Q1 		$34.3K Buy
464
+101
+28% +$8.02K 0.01% 402
2025
Q4 		$30.3K Buy
363
+360
+12,000% +$28.8K 0.01% 411
2025
Q3 		$227 Hold
3
– – ﹤0.01% 1013
2025
Q2 		$208 Sell
3
-41
-93% -$2.52K ﹤0.01% 945
2025
Q1 		$2.73K Buy
44
+42
+2,100% +$2.96K ﹤0.01% 607
2024
Q4 		$106 Buy
+2
New +$143 ﹤0.01% 687

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

Activest Wealth Management's SF Position: Q2 2026 in Review

Activest Wealth Management reduced its Stifel (SF) stake by 84% in Q2 2026, selling an estimated $29.1K and leaving 74 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Activest Wealth Management first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.3K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Activest Wealth Management held 74 shares of Stifel worth $5.16K as of Q2 2026.
  • Activest Wealth Management sold 390 Stifel shares in Q2 2026, an estimated $29.1K.
  • Stifel made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #704 holding.
  • Activest Wealth Management first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Stifel position peaked at $34.3K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.