Creative Financial Designs’s Stifel SF Stock Holding History

Creative Financial Designs’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	$14.9K	Hold	213	–	–	﹤0.01%	1405
2026 Q1	$15.7K	Sell	213 -2	-0.9%	-$159	﹤0.01%	1263
2025 Q4	$17.9K	Hold	215	–	–	﹤0.01%	1184
2025 Q3	$16.2K	Hold	215	–	–	﹤0.01%	1208
2025 Q2	$14.8K	Sell	215 -57	-21%	-$3.5K	﹤0.01%	1220
2025 Q1	$17.1K	Buy	272 +129	+90%	+$9.09K	﹤0.01%	1132
2024 Q4	$10.1K	Hold	143	–	–	﹤0.01%	1252
2024 Q3	$8.92K	Sell	143 -45	-24%	-$2.57K	﹤0.01%	1229
2024 Q2	$10.5K	Hold	188	–	–	﹤0.01%	1152
2024 Q1	$9.77K	Hold	188	–	–	﹤0.01%	1147
2023 Q4	$8.64K	Hold	188	–	–	﹤0.01%	1134
2023 Q3	$7.68K	Hold	188	–	–	﹤0.01%	1094
2023 Q2	$7.46K	Buy	188 +75	+66%	+$2.93K	﹤0.01%	1098
2023 Q1	$4.43K	Buy	+113	New	+$4.75K	﹤0.01%	1141
2021 Q4	–	Sell	-1,776	Closed	-$80K	–	1413
2021 Q3	$80K	Hold	1,776	–	–	0.01%	493
2021 Q2	$77K	Hold	1,776	–	–	0.01%	496
2021 Q1	$76K	Hold	1,776	–	–	0.01%	474
2020 Q4	$60K	Sell	1,776 -2	-0.1%	-$59	0.01%	472
2020 Q3	$40K	Hold	1,778	–	–	0.01%	511
2020 Q2	$37K	Buy	+1,778	New	+$35.7K	0.01%	470

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

Creative Financial Designs's SF Position: Q2 2026 in Review

Creative Financial Designs held its Stifel (SF) position steady in Q2 2026 at 213 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Creative Financial Designs first reported a position in SF in Q2 2020 and has held it in 20 quarters since. The position peaked at $80K in Q3 2021. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Creative Financial Designs held 213 shares of Stifel worth $14.9K as of Q2 2026.
Creative Financial Designs left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1405 holding.
Creative Financial Designs first reported a position in Stifel in Q2 2020 and has held it in 20 quarters since.
Creative Financial Designs's Stifel position peaked at $80K in Q3 2021.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.