Arax Advisory Partners’s Stifel SF Stock Holding History

Arax Advisory Partners’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	$1.33M	Buy	19,121 +16,717	+695%	+$1.25M	0.01%	1052
2026 Q1	$178K	Buy	2,404 +1,354	+129%	+$108K	0.01%	1137
2025 Q4	$87.7K	Sell	1,050 -38,085	-97%	-$3.04M	﹤0.01%	1385
2025 Q3	$2.96M	Buy	39,135 +38,338	+4,810%	+$2.87M	0.04%	362
2025 Q2	$55.1K	Buy	797 +524	+192%	+$32.2K	﹤0.01%	1190
2025 Q1	$17.2K	Sell	273 -183	-40%	-$12.9K	﹤0.01%	1364
2024 Q4	$32.2K	Sell	456 -20	-4%	-$1.43K	﹤0.01%	1031
2024 Q3	$29.8K	Buy	476 +111	+30%	+$6.33K	﹤0.01%	928
2024 Q2	$20.4K	Buy	365 +320	+711%	+$17K	﹤0.01%	957
2024 Q1	$2.33K	Hold	45	–	–	﹤0.01%	1015
2023 Q4	$2.05K	Hold	45	–	–	﹤0.01%	1012
2023 Q3	$1.82K	Hold	45	–	–	﹤0.01%	1027
2023 Q2	$1.77K	Hold	45	–	–	﹤0.01%	1022
2023 Q1	$1.75K	Buy	45 +1	+2%	+$42	﹤0.01%	1007
2022 Q4	$1.72K	Hold	44	–	–	﹤0.01%	968
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	988
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	963
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	965
2021 Q4	$2K	Buy	44 +30	+214%	+$1.46K	﹤0.01%	925
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	940
2021 Q2	$1K	Buy	+14	New	+$628	﹤0.01%	899

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

Arax Advisory Partners's SF Position: Q2 2026 in Review

Arax Advisory Partners increased its Stifel (SF) stake by 695% in Q2 2026, buying an estimated $1.25M and bringing the position to 19,121 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1052.

Arax Advisory Partners first reported a position in SF in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.96M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Arax Advisory Partners held 19,121 shares of Stifel worth $1.33M as of Q2 2026.
Arax Advisory Partners bought 16,717 Stifel shares in Q2 2026, an estimated $1.25M.
Stifel made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1052 holding.
Arax Advisory Partners first reported a position in Stifel in Q2 2021 and has held it in 21 quarters since.
Arax Advisory Partners's Stifel position peaked at $2.96M in Q3 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.