Concord Wealth Partners’s Stifel SF Stock Holding History

Concord Wealth Partners’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	$17.4K	Buy	+250	New	+$18.6K	﹤0.01%	493
2026 Q1	–	Sell	-150	Closed	-$12.5K	–	674
2025 Q4	$12.5K	Buy	+150	New	+$12K	﹤0.01%	505
2023 Q1	–	Sell	-21	Closed	-$817	–	1188
2022 Q4	$817	Buy	+21	New	+$831	﹤0.01%	1108

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's SF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Stifel (SF) in Q2 2026: 250 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SF as recently as Q4 2025.

Concord Wealth Partners first reported a position in SF in Q4 2022 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Concord Wealth Partners held 250 shares of Stifel worth $17.4K as of Q2 2026.
Stifel was a new Concord Wealth Partners position in Q2 2026.
Stifel made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #493 holding.
Concord Wealth Partners first reported a position in Stifel in Q4 2022 and has held it in 3 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.