Atwood & Palmer’s Stifel SF Stock Holding History

Atwood & Palmer’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	-10	Closed	-$740	–	543
2026 Q1	$740	Buy	+10	New	+$794	﹤0.01%	488

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atwood & Palmer's SF Position: Q2 2026 in Review

Atwood & Palmer sold out of Stifel (SF) in Q2 2026, closing a stake of 10 shares — an estimated $740 sold.

Atwood & Palmer first reported a position in SF in Q1 2026 and held it in 1 quarter. The position peaked at $740 in Q1 2026. 279 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Atwood & Palmer reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 10 Stifel shares in Q2 2026, an estimated $740.
Atwood & Palmer first reported a position in Stifel in Q1 2026 and held it in 1 quarter.
Atwood & Palmer's Stifel position peaked at $740 in Q1 2026.
279 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.