Corient Private Wealth
SF

Corient Private Wealth’s Stifel SF Stock Holding History

Corient Private Wealth’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
Q1 		$2.51M Sell
34,346
-85,963
-71% -$6.83M ﹤0.01% 1144
2025
Q4 		$3.64M Buy
120,309
+103,564
+618% +$8.28M ﹤0.01% 1217
2025
Q3 		$1.27M Buy
16,745
+660
+4% +$49.4K ﹤0.01% 1301
2025
Q2 		$1.11M Buy
16,085
+2,300
+17% +$141K ﹤0.01% 1313
2025
Q1 		$866K Buy
13,785
+2,614
+23% +$184K ﹤0.01% 1334
2024
Q4 		$789K Buy
11,171
+1,182
+12% +$84.4K ﹤0.01% 1417
2024
Q3 		$625K Buy
9,989
+71
+0.7% +$4.05K ﹤0.01% 1620
2024
Q2 		$556K Buy
9,918
+1,051
+12% +$55.7K ﹤0.01% 1584
2024
Q1 		$462K Buy
8,867
+4,353
+96% +$214K ﹤0.01% 1673
2023
Q4 		$208K Buy
+4,514
New +$186K ﹤0.01% 2057

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Corient Private Wealth's SF Position: Q1 2026 in Review

Corient Private Wealth reduced its Stifel (SF) stake by 71% in Q1 2026, selling an estimated $6.83M and leaving 34,346 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Corient Private Wealth first reported a position in SF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.64M in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Corient Private Wealth held 34,346 shares of Stifel worth $2.51M as of Q1 2026.
  • Corient Private Wealth sold 85,963 Stifel shares in Q1 2026, an estimated $6.83M.
  • Stifel made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1144 holding.
  • Corient Private Wealth first reported a position in Stifel in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Stifel position peaked at $3.64M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.