Brandywine Oak Private Wealth’s Stifel SF Stock Holding History

Brandywine Oak 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	$4.6M	Sell	65,982 -700	-1%	-$52.2K	0.35%	38
2026 Q1	$4.93M	Sell	66,682 -4,762	-7%	-$378K	0.41%	33
2025 Q4	$5.96M	Hold	71,444	–	–	0.5%	30
2025 Q3	$5.4M	Sell	71,444 -16,017	-18%	-$1.2M	0.47%	29
2025 Q2	$6.05M	Sell	87,461 -1,512	-2%	-$92.9K	0.56%	27
2025 Q1	$5.59M	Hold	88,973	–	–	0.55%	28
2024 Q4	$6.29M	Sell	88,973 -202	-0.2%	-$14.4K	0.62%	26
2024 Q3	$5.58M	Sell	89,175 -890	-1%	-$50.8K	0.54%	30
2024 Q2	$5.05M	Hold	90,065	–	–	0.52%	32
2024 Q1	$4.69M	Hold	90,065	–	–	0.49%	33
2023 Q4	$4.15M	Buy	90,065 +16,017	+22%	+$659K	0.46%	31
2023 Q3	$3.03M	Hold	74,048	–	–	0.36%	40
2023 Q2	$2.95M	Hold	74,048	–	–	0.33%	46
2023 Q1	$2.92M	Hold	74,048	–	–	0.34%	44
2022 Q4	$2.88M	Buy	+74,048	New	+$2.93M	0.36%	44

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

Brandywine Oak Private Wealth's SF Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Stifel (SF) stake by 1% in Q2 2026, selling an estimated $52.2K and leaving 65,982 shares worth $4.6M. The position accounts for 0.35% of the portfolio, ranked #38.

Brandywine Oak Private Wealth first reported a position in SF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.29M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Brandywine Oak Private Wealth held 65,982 shares of Stifel worth $4.6M as of Q2 2026.
Brandywine Oak Private Wealth sold 700 Stifel shares in Q2 2026, an estimated $52.2K.
Stifel made up 0.35% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #38 holding.
Brandywine Oak Private Wealth first reported a position in Stifel in Q4 2022 and has held it in 15 quarters since.
Brandywine Oak Private Wealth's Stifel position peaked at $6.29M in Q4 2024.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.