Bay Harbor Wealth Management’s Stifel SF Stock Holding History

Bay Harbor Wealth Management’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	$1.95K	Buy	28 +11	+65%	+$820	﹤0.01%	657
2026 Q1	$1.26K	Hold	17	–	–	﹤0.01%	691
2025 Q4	$1.38K	Buy	17 +6	+55%	+$480	﹤0.01%	558
2025 Q3	$794	Buy	11 +3	+38%	+$225	﹤0.01%	588
2025 Q2	$518	Buy	8 +3	+60%	+$184	﹤0.01%	631
2025 Q1	$282	Buy	+5	New	+$352	﹤0.01%	573

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's SF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Stifel (SF) stake by 65% in Q2 2026, buying an estimated $820 and bringing the position to 28 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Bay Harbor Wealth Management first reported a position in SF in Q1 2025 and has held it in 6 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Bay Harbor Wealth Management held 28 shares of Stifel worth $1.95K as of Q2 2026.
Bay Harbor Wealth Management bought 11 Stifel shares in Q2 2026, an estimated $820.
Stifel made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #657 holding.
Bay Harbor Wealth Management first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.