CT
SF

Clearstead Trust’s Stifel SF Stock Holding History

Clearstead Trust’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 		$8.65K Buy
+124
New +$9.25K ﹤0.01% 657

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 Trust's SF Position: Q2 2026 in Review

Clearstead Trust opened a new position in Stifel (SF) in Q2 2026: 124 shares worth $8.65K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Clearstead Trust held 124 shares of Stifel worth $8.65K as of Q2 2026.
  • Stifel was a new Clearstead Trust position in Q2 2026.
  • Stifel made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #657 holding.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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