Avantax Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Other funds holding SF
Avantax Advisory Services's SF Position: Q2 2025 in Review
Avantax Advisory Services increased its Stifel (SF) stake by 11% in Q2 2025, buying an estimated $109K and bringing the position to 17,250 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1059.
Avantax Advisory Services first reported a position in SF in Q2 2024 and has held it in 5 quarters since. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.
- Avantax Advisory Services held 17,250 shares of Stifel worth $1.19M as of Q2 2025.
- Avantax Advisory Services bought 1,767 Stifel shares in Q2 2025, an estimated $109K.
- Stifel made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1059 holding.
- Avantax Advisory Services first reported a position in Stifel in Q2 2024 and has held it in 5 quarters since.
- 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.