Advisornet Financial’s Stifel SF Stock Holding History

Advisornet Financial’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	$1.05K	Buy	15 +5	+50%	+$373	﹤0.01%	2015
2026 Q1	$739	Sell	10 -1	-9%	-$79	﹤0.01%	2057
2025 Q4	$877	Hold	11	–	–	﹤0.01%	2013
2025 Q3	$794	Hold	11	–	–	﹤0.01%	1997
2025 Q2	$726	Buy	11 +8	+267%	+$491	﹤0.01%	1991
2025 Q1	$189	Sell	3 -2	-40%	-$141	﹤0.01%	2080
2024 Q4	$318	Sell	5 -43	-90%	-$3.07K	﹤0.01%	1841
2024 Q3	$3K	Buy	48 +7	+17%	+$399	﹤0.01%	1685
2024 Q2	$2.27K	Hold	41	–	–	﹤0.01%	1608
2024 Q1	$2.11K	Buy	41 +15	+58%	+$739	﹤0.01%	1588
2023 Q4	$1.18K	Buy	+26	New	+$1.07K	﹤0.01%	1842
2023 Q3	–	Sell	-128	Closed	-$5.07K	–	2400
2023 Q2	$5.07K	Sell	128 -28	-18%	-$1.09K	﹤0.01%	1494
2023 Q1	$6.14K	Sell	156 -29	-16%	-$1.22K	﹤0.01%	1439
2022 Q4	$7.18K	Buy	185 +147	+387%	+$5.82K	﹤0.01%	1377
2022 Q3	$1K	Sell	38 -67	-64%	-$2.64K	﹤0.01%	1816
2022 Q2	$4K	Buy	105 +75	+250%	+$3.11K	﹤0.01%	1576
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1930
2021 Q4	$1K	Buy	+30	New	+$1.46K	﹤0.01%	1964
2019 Q2	–	Sell	-225	Closed	-$5K	–	1778
2019 Q1	$5K	Buy	+225	New	+$5.1K	﹤0.01%	1328

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisornet Financial's SF Position: Q2 2026 in Review

Advisornet Financial increased its Stifel (SF) stake by 50% in Q2 2026, buying an estimated $373 and bringing the position to 15 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Advisornet Financial first reported a position in SF in Q1 2019 and has held it in 19 quarters since. The position peaked at $7.18K in Q4 2022. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Advisornet Financial held 15 shares of Stifel worth $1.05K as of Q2 2026.
Advisornet Financial bought 5 Stifel shares in Q2 2026, an estimated $373.
Stifel made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2015 holding.
Advisornet Financial first reported a position in Stifel in Q1 2019 and has held it in 19 quarters since.
Advisornet Financial's Stifel position peaked at $7.18K in Q4 2022.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.