BWL
SF

Bogart Wealth LLC’s Stifel SF Stock Holding History

Bogart Wealth LLC’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 		$558 Buy
+8
New +$596 ﹤0.01% 1763

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

Bogart Wealth LLC's SF Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Stifel (SF) in Q2 2026: 8 shares worth $558. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of Stifel worth $558 as of Q2 2026.
  • Stifel was a new Bogart Wealth LLC position in Q2 2026.
  • Stifel made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1763 holding.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.