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CoreCap Advisors’s Stifel SF Stock Holding History

CoreCap 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
Q3 		$210 Sell
3
-1
-25% -$79 ﹤0.01% 2951
2026
Q2 		$279 Sell
4
-5
-56% -$373 ﹤0.01% 2960
2026
Q1 		$665 Sell
9
-32
-78% -$2.54K ﹤0.01% 2605
2025
Q4 		$3.38K Buy
+41
New +$3.28K ﹤0.01% 2338

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors's SF Position: Q3 2026 in Review

CoreCap Advisors reduced its Stifel (SF) stake by 25% in Q3 2026, selling an estimated $79 and leaving 3 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

CoreCap Advisors first reported a position in SF in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.38K in Q4 2025. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • CoreCap Advisors held 3 shares of Stifel worth $210 as of Q3 2026.
  • CoreCap Advisors sold 1 Stifel share in Q3 2026, an estimated $79.
  • Stifel made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2951 holding.
  • CoreCap Advisors first reported a position in Stifel in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Stifel position peaked at $3.38K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.