AA
SF

Addison Advisors’s Stifel SF Stock Holding History

Addison 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
Q2 		– Sell
-28
Closed -$2.07K – 948
2026
Q1 		$2.07K Sell
28
-1
-3% -$79 ﹤0.01% 829
2025
Q4 		$2.38K Buy
+29
New +$2.32K ﹤0.01% 775
2025
Q2 		– Sell
-41
Closed -$2.55K – 922
2025
Q1 		$2.55K Buy
41
+12
+41% +$846 ﹤0.01% 728
2024
Q4 		$2.02K Buy
+29
New +$2.07K ﹤0.01% 745

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

Addison Advisors's SF Position: Q2 2026 in Review

Addison Advisors sold out of Stifel (SF) in Q2 2026, closing a stake of 28 shares — an estimated $2.07K sold.

Addison Advisors first reported a position in SF in Q4 2024 and held it in 4 quarters. The position peaked at $2.55K in Q1 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Addison Advisors reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 28 Stifel shares in Q2 2026, an estimated $2.07K.
  • Addison Advisors first reported a position in Stifel in Q4 2024 and held it in 4 quarters.
  • Addison Advisors's Stifel position peaked at $2.55K in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.