Advisory Services Network’s Stifel SF Stock Holding History

Advisory Services Network’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	-1,112	Closed	-$82.2K	–	4209
2026 Q1	$82.2K	Buy	+1,112	New	+$88.3K	﹤0.01%	2325
2025 Q4	–	Sell	-381	Closed	-$28.8K	–	3839
2025 Q3	$28.8K	Buy	+381	New	+$28.5K	﹤0.01%	2772
2024 Q1	–	Sell	-485	Closed	-$22.3K	–	3285
2023 Q4	$22.3K	Buy	+485	New	+$19.9K	﹤0.01%	2470
2023 Q2	–	Sell	-477	Closed	-$18.8K	–	3287
2023 Q1	$18.8K	Buy	477 +3	+0.6%	+$126	﹤0.01%	2575
2022 Q4	$18.4K	Buy	+474	New	+$18.8K	﹤0.01%	2537
2021 Q1	–	Sell	-135	Closed	-$5K	–	2679
2020 Q4	$5K	Hold	135	–	–	﹤0.01%	2730
2020 Q3	$3K	Buy	+135	New	+$3.01K	﹤0.01%	2999
2020 Q2	–	Sell	-344	Closed	-$6K	–	2455
2020 Q1	$6K	Buy	344 +18	+6%	+$451	﹤0.01%	2433
2019 Q4	$9K	Sell	326 -101	-24%	-$2.64K	﹤0.01%	2410
2019 Q3	$12K	Hold	427	–	–	﹤0.01%	2088
2019 Q2	$12K	Buy	427 +292	+216%	+$7.43K	﹤0.01%	2086
2019 Q1	$3K	Sell	135 -194	-59%	-$4.39K	﹤0.01%	2268
2018 Q4	$7K	Sell	329 -544	-62%	-$11.3K	﹤0.01%	1912
2018 Q3	$20K	Hold	873	–	–	﹤0.01%	1573
2018 Q2	$21K	Hold	873	–	–	﹤0.01%	1536
2018 Q1	$23K	Buy	873 +531	+155%	+$15K	﹤0.01%	1606
2017 Q4	$9K	Buy	+342	New	+$8.37K	﹤0.01%	1890

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

Advisory Services Network's SF Position: Q2 2026 in Review

Advisory Services Network sold out of Stifel (SF) in Q2 2026, closing a stake of 1,112 shares — an estimated $82.2K sold.

Advisory Services Network first reported a position in SF in Q4 2017 and held it in 17 quarters. The position peaked at $82.2K in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Advisory Services Network reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,112 Stifel shares in Q2 2026, an estimated $82.2K.
Advisory Services Network first reported a position in Stifel in Q4 2017 and held it in 17 quarters.
Advisory Services Network's Stifel position peaked at $82.2K in Q1 2026.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.