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
Q2 		$1.88M Sell
26,950
-7,396
-22% -$551K ﹤0.01% 1433
2026
Q1 		$2.51M Buy
34,346
+11,672
+51% +$927K ﹤0.01% 1144
2025
Q4 		$1.89M Buy
22,674
+5,929
+35% +$474K ﹤0.01% 1180
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 $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

Corient Private Wealth's SF Position: Q2 2026 in Review

Corient Private Wealth reduced its Stifel (SF) stake by 22% in Q2 2026, selling an estimated $551K and leaving 26,950 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Corient Private Wealth first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Corient Private Wealth held 26,950 shares of Stifel worth $1.88M as of Q2 2026.
  • Corient Private Wealth sold 7,396 Stifel shares in Q2 2026, an estimated $551K.
  • Stifel made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1433 holding.
  • Corient Private Wealth first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Stifel position peaked at $2.51M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.