BHPW
SF

Beverly Hills Private Wealth’s Stifel SF Stock Holding History

Beverly Hills Private 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 		$3.9M Sell
55,849
-5,525
-9% -$412K 0.74% 41
2026
Q1 		$4.54M Buy
61,374
+8,943
+17% +$710K 0.76% 35
2025
Q4 		$4.38M Buy
52,431
+1,299
+3% +$104K 0.75% 33
2025
Q3 		$3.87M Sell
51,132
-3,741
-7% -$280K 0.68% 36
2025
Q2 		$3.8M Buy
54,873
+2,848
+5% +$175K 0.71% 34
2025
Q1 		$3.27M Buy
52,025
+4,899
+10% +$345K 0.65% 40
2024
Q4 		$3.33M Buy
47,126
+2,078
+5% +$148K 0.67% 35
2024
Q3 		$2.82M Buy
45,048
+15,364
+52% +$877K 0.57% 42
2024
Q2 		$1.67M Buy
29,684
+11,394
+62% +$604K 0.36% 77
2024
Q1 		$953K Buy
18,290
+10,748
+143% +$529K 0.22% 108
2023
Q4 		$348K Buy
+7,542
New +$310K 0.09% 230

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

Beverly Hills Private Wealth's SF Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Stifel (SF) stake by 9% in Q2 2026, selling an estimated $412K and leaving 55,849 shares worth $3.9M. The position accounts for 0.74% of the portfolio, ranked #41.

Beverly Hills Private Wealth first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.54M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Beverly Hills Private Wealth held 55,849 shares of Stifel worth $3.9M as of Q2 2026.
  • Beverly Hills Private Wealth sold 5,525 Stifel shares in Q2 2026, an estimated $412K.
  • Stifel made up 0.74% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Beverly Hills Private Wealth first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's Stifel position peaked at $4.54M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.