AW
SF

Avion Wealth’s Stifel SF Stock Holding History

Avion Wealth’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 		$2K Buy
29
+2
+7% +$149 ﹤0.01% 1121
2026
Q1 		$1K Hold
27
– – ﹤0.01% 1134
2025
Q4 		$2K Buy
27
+12
+80% +$959 ﹤0.01% 916
2025
Q3 		$1K Hold
15
– – ﹤0.01% 1097
2025
Q2 		$1K Buy
+15
New +$921 ﹤0.01% 1059
2023
Q4 		– Sell
-12
Closed – – 1318
2023
Q3 		$0 Buy
+12
New +$505 ﹤0.01% 1159
2023
Q2 		– Sell
-14
Closed – – 1000
2023
Q1 		$0 Buy
+14
New +$588 ﹤0.01% 751

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's SF Position: Q2 2026 in Review

Avion Wealth increased its Stifel (SF) stake by 7.4% in Q2 2026, buying an estimated $149 and bringing the position to 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Avion Wealth first reported a position in SF in Q1 2023 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Avion Wealth held 29 shares of Stifel worth $2K as of Q2 2026.
  • Avion Wealth bought 2 Stifel shares in Q2 2026, an estimated $149.
  • Stifel made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1121 holding.
  • Avion Wealth first reported a position in Stifel in Q1 2023 and has held it in 7 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.