Charles Schwab’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $92.6M | Sell |
1,326,793
-6,592
| -0.5% | -$492K | 0.01% | 832 |
|
|
2026
Q1 | $98.6M | Buy |
1,333,385
+70,758
| +6% | +$5.62M | 0.02% | 726 |
|
|
2025
Q4 | $105M | Sell |
1,262,627
-2,433
| -0.2% | -$194K | 0.02% | 708 |
|
|
2025
Q3 | $95.7M | Sell |
1,265,060
-531,724
| -30% | -$39.8M | 0.02% | 740 |
|
|
2025
Q2 | $124M | Sell |
1,796,784
-19,158
| -1% | -$1.18M | 0.02% | 579 |
|
|
2025
Q1 | $114M | Sell |
1,815,942
-35,547
| -2% | -$2.51M | 0.02% | 594 |
|
|
2024
Q4 | $131M | Sell |
1,851,489
-19,035
| -1% | -$1.36M | 0.02% | 531 |
|
|
2024
Q3 | $117M | Buy |
1,870,524
+2,577
| +0.1% | +$147K | 0.02% | 575 |
|
|
2024
Q2 | $105M | Buy |
1,867,947
+11,457
| +0.6% | +$607K | 0.02% | 626 |
|
|
2024
Q1 | $96.7M | Buy |
1,856,490
+44,374
| +2% | +$2.18M | 0.02% | 619 |
|
|
2023
Q4 | $83.5M | Buy |
1,812,116
+9,968
| +0.6% | +$410K | 0.02% | 650 |
|
|
2023
Q3 | $73.8M | Buy |
1,802,148
+57,862
| +3% | +$2.44M | 0.02% | 647 |
|
|
2023
Q2 | $69.4M | Buy |
1,744,286
+44,583
| +3% | +$1.74M | 0.02% | 673 |
|
|
2023
Q1 | $67M | Buy |
1,699,703
+30,560
| +2% | +$1.28M | 0.02% | 647 |
|
|
2022
Q4 | $65M | Buy |
1,669,143
+48,903
| +3% | +$1.93M | 0.02% | 660 |
|
|
2022
Q3 | $56.1M | Buy |
1,620,240
+49,596
| +3% | +$1.95M | 0.02% | 694 |
|
|
2022
Q2 | $58.7M | Buy |
1,570,644
+57,370
| +4% | +$2.38M | 0.02% | 667 |
|
|
2022
Q1 | $68.5M | Buy |
1,513,274
+39,803
| +3% | +$1.91M | 0.02% | 690 |
|
|
2021
Q4 | $69.2M | Buy |
1,473,471
+13,602
| +0.9% | +$660K | 0.02% | 708 |
|
|
2021
Q3 | $66.1M | Buy |
1,459,869
+355,939
| +32% | +$15.9M | 0.02% | 704 |
|
|
2021
Q2 | $47.7M | Sell |
1,103,930
-287,656
| -21% | -$12.9M | 0.02% | 901 |
|
|
2021
Q1 | $59.4M | Sell |
1,391,586
-44,321
| -3% | -$1.73M | 0.02% | 723 |
|
|
2020
Q4 | $48.3M | Sell |
1,435,907
-28,816
| -2% | -$855K | 0.02% | 791 |
|
|
2020
Q3 | $32.9M | Buy |
1,464,723
+48,100
| +3% | +$1.07M | 0.02% | 897 |
|
|
2020
Q2 | $29.9M | Buy |
1,416,623
+33,424
| +2% | +$672K | 0.01% | 897 |
|
|
2020
Q1 | $25.4M | Buy |
1,383,199
+187,065
| +16% | +$4.69M | 0.01% | 849 |
|
|
2019
Q4 | $32.2M | Sell |
1,196,134
-2,943
| -0.2% | -$76.9K | 0.02% | 899 |
|
|
2019
Q3 | $30.6M | Buy |
1,199,077
+9,763
| +0.8% | +$245K | 0.02% | 882 |
|
|
2019
Q2 | $31.2M | Buy |
1,189,314
+4,558
| +0.4% | +$116K | 0.02% | 842 |
|
|
2019
Q1 | $27.8M | Buy |
1,184,756
+64,305
| +6% | +$1.46M | 0.02% | 905 |
|
|
2018
Q4 | $20.6M | Buy |
1,120,451
+7,900
| +0.7% | +$164K | 0.02% | 982 |
|
|
2018
Q3 | $25.3M | Sell |
1,112,551
-13,237
| -1% | -$319K | 0.02% | 995 |
|
|
2018
Q2 | $26.1M | Buy |
1,125,788
+142,059
| +14% | +$3.7M | 0.02% | 896 |
|
|
2018
Q1 | $25.9M | Buy |
983,729
+73,366
| +8% | +$2.08M | 0.02% | 836 |
|
|
2017
Q4 | $24.1M | Buy |
910,363
+68,103
| +8% | +$1.67M | 0.02% | 854 |
|
|
2017
Q3 | $20M | Buy |
842,260
+44,039
| +6% | +$954K | 0.02% | 928 |
|
|
2017
Q2 | $16.3M | Buy |
798,221
+39,487
| +5% | +$810K | 0.02% | 1011 |
|
|
2017
Q1 | $16.9M | Buy |
758,734
+72,349
| +11% | +$1.67M | 0.02% | 930 |
|
|
2016
Q4 | $15.2M | Buy |
686,385
+35,852
| +6% | +$720K | 0.02% | 943 |
|
|
2016
Q3 | $11.1M | Buy |
650,533
+41,771
| +7% | +$671K | 0.01% | 1087 |
|
|
2016
Q2 | $8.51M | Buy |
608,762
+22,855
| +4% | +$340K | 0.01% | 1189 |
|
|
2016
Q1 | $7.71M | Buy |
585,907
+30,616
| +6% | +$435K | 0.01% | 1223 |
|
|
2015
Q4 | $10.5M | Buy |
555,291
+28,418
| +5% | +$552K | 0.01% | 990 |
|
|
2015
Q3 | $9.86M | Buy |
526,873
+31,826
| +6% | +$721K | 0.01% | 1002 |
|
|
2015
Q2 | $12.7M | Buy |
495,047
+19,624
| +4% | +$484K | 0.02% | 851 |
|
|
2015
Q1 | $11.8M | Sell |
475,423
-6,360
| -1% | -$147K | 0.02% | 886 |
|
|
2014
Q4 | $10.9M | Buy |
481,783
+14,526
| +3% | +$307K | 0.02% | 827 |
|
|
2014
Q3 | $9.74M | Buy |
467,257
+14,265
| +3% | +$297K | 0.02% | 858 |
|
|
2014
Q2 | $9.53M | Buy |
452,992
+2,436
| +0.5% | +$50.2K | 0.02% | 878 |
|
|
2014
Q1 | $9.96M | Buy |
450,556
+72,259
| +19% | +$1.53M | 0.02% | 800 |
|
|
2013
Q4 | $8.06M | Buy |
378,297
+19,996
| +6% | +$384K | 0.02% | 877 |
|
|
2013
Q3 | $6.54M | Buy |
358,301
+14,247
| +4% | +$249K | 0.01% | 952 |
|
|
2013
Q2 | $5.47M | Buy |
+344,054
| New | +$5.21M | 0.01% | 965 |
|
Other funds holding SF
Charles Schwab's SF Position: Q2 2026 in Review
Charles Schwab reduced its Stifel (SF) stake by 0.49% in Q2 2026, selling an estimated $492K and leaving 1,326,793 shares worth $92.6M. The position accounts for 0.01% of the portfolio, ranked #832.
Charles Schwab first reported a position in SF in Q2 2013 and has held it in 53 quarters since. The position peaked at $131M in Q4 2024. 591 funds tracked by Wall St. Rank hold SF as of Q2 2026.
- Charles Schwab held 1,326,793 shares of Stifel worth $92.6M as of Q2 2026.
- Charles Schwab sold 6,592 Stifel shares in Q2 2026, an estimated $492K.
- Stifel made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #832 holding.
- Charles Schwab first reported a position in Stifel in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Stifel position peaked at $131M in Q4 2024.
- 591 funds tracked by Wall St. Rank held Stifel as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.