Cetera Investment Advisers
SF

Cetera Investment Advisers’s Stifel SF Stock Holding History

Cetera Investment Advisers’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 		$2.34M Sell
33,570
-1,101
-3% -$82.1K ﹤0.01% 2264
2026
Q1 		$2.56M Buy
34,671
+1,020
+3% +$81K ﹤0.01% 2053
2025
Q4 		$2.81M Sell
33,651
-3,849
-10% -$308K ﹤0.01% 1917
2025
Q3 		$2.84M Buy
37,500
+18,909
+102% +$1.42M ﹤0.01% 1873
2025
Q2 		$1.29M Buy
18,591
+433
+2% +$26.6K ﹤0.01% 2167
2025
Q1 		$1.14M Buy
18,158
+1,416
+8% +$99.8K ﹤0.01% 2158
2024
Q4 		$1.18M Buy
16,742
+1,964
+13% +$140K ﹤0.01% 2049
2024
Q3 		$925K Buy
14,778
+120
+0.8% +$6.85K ﹤0.01% 2170
2024
Q2 		$822K Sell
14,658
-123
-0.8% -$6.52K ﹤0.01% 2223
2024
Q1 		$770K Buy
+14,781
New +$728K ﹤0.01% 2276

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

Cetera Investment Advisers's SF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Stifel (SF) stake by 3.2% in Q2 2026, selling an estimated $82.1K and leaving 33,570 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Cetera Investment Advisers first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.84M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Cetera Investment Advisers held 33,570 shares of Stifel worth $2.34M as of Q2 2026.
  • Cetera Investment Advisers sold 1,101 Stifel shares in Q2 2026, an estimated $82.1K.
  • Stifel made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2264 holding.
  • Cetera Investment Advisers first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Stifel position peaked at $2.84M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.