BW
SF

Basepoint Wealth’s Stifel SF Stock Holding History

Basepoint 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 		$7.23K Buy
104
+1
+1% +$75 ﹤0.01% 438
2026
Q1 		$7.63K Buy
103
+1
+1% +$79 ﹤0.01% 430
2025
Q4 		$8.57K Buy
+102
New +$8.15K 0.01% 415

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

Basepoint Wealth's SF Position: Q2 2026 in Review

Basepoint Wealth increased its Stifel (SF) stake by 0.97% in Q2 2026, buying an estimated $75 and bringing the position to 104 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Basepoint Wealth first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.57K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Basepoint Wealth held 104 shares of Stifel worth $7.23K as of Q2 2026.
  • Basepoint Wealth bought 1 Stifel share in Q2 2026, an estimated $75.
  • Stifel made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #438 holding.
  • Basepoint Wealth first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Stifel position peaked at $8.57K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.