BRWA
SF

B. Riley Wealth Advisors’s Stifel SF Stock Holding History

B. Riley Wealth Advisors’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 		$603K Sell
8,865
-71
-0.8% -$5.29K 0.03% 422
2026
Q1 		$642K Sell
8,936
-427
-5% -$33.9K 0.04% 386
2025
Q4 		$782K Sell
9,363
-636
-6% -$50.8K 0.04% 399
2025
Q3 		$757K Buy
9,999
+172
+2% +$12.9K 0.04% 408
2025
Q2 		$680K Sell
9,827
-285
-3% -$17.5K 0.03% 434
2025
Q1 		$635K Buy
10,112
+393
+4% +$27.7K 0.02% 668
2024
Q4 		$687K Sell
9,719
-1,297
-12% -$92.6K 0.02% 576
2024
Q3 		$690K Sell
11,016
-8,034
-42% -$458K 0.02% 613
2024
Q2 		$1.07M Sell
19,050
-1,772
-9% -$93.9K 0.03% 510
2024
Q1 		$853K Buy
20,822
+1,524
+8% +$75K 0.02% 582
2023
Q4 		$890K Sell
19,298
-1,524
-7% -$62.7K 0.02% 571
2023
Q3 		$853K Buy
+20,822
New +$877K 0.02% 582
2023
Q2 		– Sell
-11,645
Closed -$459K – 1630
2023
Q1 		$459K Buy
11,645
+6,345
+120% +$267K 0.01% 844
2022
Q4 		$206K Buy
+5,300
New +$210K 0.01% 1244
2022
Q1 		– Sell
-7,562
Closed -$355K – 1490
2021
Q4 		$355K Buy
7,562
+579
+8% +$28.1K 0.01% 982
2021
Q3 		$317K Buy
+6,983
New +$311K 0.01% 1010
2021
Q1 		– Sell
-8,874
Closed -$299K – 1406
2020
Q4 		$299K Sell
8,874
-805
-8% -$23.9K 0.02% 758
2020
Q3 		$217K Buy
+9,679
New +$216K 0.01% 818
2020
Q1 		– Sell
-8,257
Closed -$223K – 887
2019
Q4 		$223K Buy
+8,257
New +$216K 0.02% 722
2015
Q1 		– Sell
-104
Closed -$2K – 1741
2014
Q4 		$2K Buy
+104
New +$2.2K ﹤0.01% 3430

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

B. Riley Wealth Advisors's SF Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Stifel (SF) stake by 0.79% in Q2 2026, selling an estimated $5.29K and leaving 8,865 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #422.

B. Riley Wealth Advisors first reported a position in SF in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.07M in Q2 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • B. Riley Wealth Advisors held 8,865 shares of Stifel worth $603K as of Q2 2026.
  • B. Riley Wealth Advisors sold 71 Stifel shares in Q2 2026, an estimated $5.29K.
  • Stifel made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • B. Riley Wealth Advisors first reported a position in Stifel in Q4 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's Stifel position peaked at $1.07M in Q2 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.