Commonwealth Equity Services’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
$272K Buy
3,896
+120
+3% +$8.95K ﹤0.01% 3848
2026
Q1
$279K Sell
3,776
-79
-2% -$6.27K ﹤0.01% 3698
2025
Q4
$322K Buy
3,855
+939
+32% +$75K ﹤0.01% 3592
2025
Q3
$221K Buy
+2,916
New +$218K ﹤0.01% 3880

Other funds holding SF

Commonwealth Equity Services's SF Position: Q2 2026 in Review

Commonwealth Equity Services increased its Stifel (SF) stake by 3.2% in Q2 2026, buying an estimated $8.95K and bringing the position to 3,896 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

Commonwealth Equity Services first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $322K in Q4 2025. 174 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Commonwealth Equity Services held 3,896 shares of Stifel worth $272K as of Q2 2026.
  • Commonwealth Equity Services bought 120 Stifel shares in Q2 2026, an estimated $8.95K.
  • Stifel made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3848 holding.
  • Commonwealth Equity Services first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Stifel position peaked at $322K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.