BIA
SF

Bell Investment Advisors’s Stifel SF Stock Holding History

Bell Investment 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 		$5.86K Sell
84
-7
-8% -$522 ﹤0.01% 915
2026
Q1 		$6.73K Sell
91
-68
-43% -$5.4K ﹤0.01% 837
2025
Q4 		$13.3K Buy
159
+73
+85% +$5.83K ﹤0.01% 585
2025
Q3 		$6.47K Hold
86
– – ﹤0.01% 810
2025
Q2 		$5.92K Buy
86
+20
+30% +$1.23K ﹤0.01% 909
2025
Q1 		$4.15K Hold
66
– – ﹤0.01% 1006
2024
Q4 		$4.67K Sell
66
-8
-11% -$571 ﹤0.01% 957
2024
Q3 		$4.6K Sell
74
-12
-14% -$685 ﹤0.01% 970
2024
Q2 		$4.8K Hold
86
– – ﹤0.01% 940
2024
Q1 		$4.46K Hold
86
– – ﹤0.01% 988
2023
Q4 		$3.94K Buy
86
+38
+79% +$1.56K ﹤0.01% 997
2023
Q3 		$1.97K Buy
48
+30
+167% +$1.26K ﹤0.01% 1272
2023
Q2 		$717 Sell
18
-24
-57% -$936 ﹤0.01% 1681
2023
Q1 		$1.66K Sell
42
-59
-58% -$2.48K ﹤0.01% 1355
2022
Q4 		$3.91K Buy
101
+3
+3% +$119 ﹤0.01% 934
2022
Q3 		$3K Buy
98
+30
+44% +$1.18K ﹤0.01% 972
2022
Q2 		$3K Buy
+68
New +$2.82K ﹤0.01% 1012
2021
Q4 		$1K Hold
32
– – ﹤0.01% 1593
2021
Q3 		$1K Buy
+32
New +$1.43K ﹤0.01% 1552

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

Bell Investment Advisors's SF Position: Q2 2026 in Review

Bell Investment Advisors reduced its Stifel (SF) stake by 7.7% in Q2 2026, selling an estimated $522 and leaving 84 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Bell Investment Advisors first reported a position in SF in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.3K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Bell Investment Advisors held 84 shares of Stifel worth $5.86K as of Q2 2026.
  • Bell Investment Advisors sold 7 Stifel shares in Q2 2026, an estimated $522.
  • Stifel made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #915 holding.
  • Bell Investment Advisors first reported a position in Stifel in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Stifel position peaked at $13.3K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.