CMA
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Cedar Mountain Advisors’s Stifel SF Stock Holding History

Cedar Mountain 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
Q3 		$23.6K Hold
337
– – ﹤0.01% 275
2026
Q2 		$23.5K Buy
+337
New +$25.1K ﹤0.01% 307

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cedar Mountain Advisors's SF Position: Q3 2026 in Review

Cedar Mountain Advisors held its Stifel (SF) position steady in Q3 2026 at 337 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Cedar Mountain Advisors first reported a position in SF in Q2 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Cedar Mountain Advisors held 337 shares of Stifel worth $23.6K as of Q3 2026.
  • Cedar Mountain Advisors left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #275 holding.
  • Cedar Mountain Advisors first reported a position in Stifel in Q2 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.