CA
SF

Clearstead Advisors’s Stifel SF Stock Holding History

Clearstead 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
Q2 		$26.9K Sell
386
-3,493
-90% -$260K ﹤0.01% 1704
2026
Q1 		$287K Buy
3,879
+574
+17% +$45.6K ﹤0.01% 881
2025
Q4 		$276K Buy
3,305
+2,903
+722% +$232K ﹤0.01% 842
2025
Q3 		$30.4K Sell
402
-3,741
-90% -$280K ﹤0.01% 1457
2025
Q2 		$287K Sell
4,143
-1,199
-22% -$73.6K ﹤0.01% 781
2025
Q1 		$336K Buy
5,342
+993
+23% +$70K 0.01% 677
2024
Q4 		$308K Buy
4,349
+9
+0.2% +$643 ﹤0.01% 715
2024
Q3 		$272K Hold
4,340
– – ﹤0.01% 755
2024
Q2 		$243K Buy
+4,340
New +$230K ﹤0.01% 753
2023
Q1 		– Sell
-450
Closed -$17.5K – 1424
2022
Q4 		$17.5K Hold
450
– – ﹤0.01% 818
2022
Q3 		$16K Hold
450
– – ﹤0.01% 813
2022
Q2 		$17K Hold
450
– – ﹤0.01% 837
2022
Q1 		$20K Hold
450
– – ﹤0.01% 874
2021
Q4 		$21K Sell
450
-539
-54% -$26.2K ﹤0.01% 821
2021
Q3 		$45K Buy
989
+539
+120% +$24K ﹤0.01% 627
2021
Q2 		$19K Hold
450
– – ﹤0.01% 711
2021
Q1 		$19K Buy
+450
New +$17.5K ﹤0.01% 692

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

Clearstead Advisors's SF Position: Q2 2026 in Review

Clearstead Advisors reduced its Stifel (SF) stake by 90% in Q2 2026, selling an estimated $260K and leaving 386 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Clearstead Advisors first reported a position in SF in Q1 2021 and has held it in 17 quarters since. The position peaked at $336K in Q1 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Clearstead Advisors held 386 shares of Stifel worth $26.9K as of Q2 2026.
  • Clearstead Advisors sold 3,493 Stifel shares in Q2 2026, an estimated $260K.
  • Stifel made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1704 holding.
  • Clearstead Advisors first reported a position in Stifel in Q1 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Stifel position peaked at $336K in Q1 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.