Creative Planning
SF

Creative Planning’s Stifel SF Stock Holding History

Creative Planning’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 		$8.05M Sell
115,376
-35,809
-24% -$2.67M ﹤0.01% 1042
2026
Q1 		$11.2M Buy
151,185
+41,019
+37% +$3.26M 0.01% 648
2025
Q4 		$9.2M Buy
110,166
+46,071
+72% +$3.68M 0.01% 656
2025
Q3 		$4.85M Buy
64,095
+21,921
+52% +$1.64M ﹤0.01% 905
2025
Q2 		$2.92M Buy
42,174
+11,239
+36% +$690K ﹤0.01% 1051
2025
Q1 		$1.94M Buy
30,935
+7,682
+33% +$542K ﹤0.01% 1193
2024
Q4 		$1.64M Buy
23,253
+1,275
+6% +$91K ﹤0.01% 1264
2024
Q3 		$1.38M Sell
21,978
-359
-2% -$20.5K ﹤0.01% 1290
2024
Q2 		$1.25M Buy
22,337
+2,003
+10% +$106K ﹤0.01% 1262
2024
Q1 		$1.06M Buy
20,334
+8,695
+75% +$428K ﹤0.01% 1299
2023
Q4 		$537K Buy
11,639
+2,829
+32% +$116K ﹤0.01% 1667
2023
Q3 		$361K Buy
8,810
+453
+5% +$19.1K ﹤0.01% 1788
2023
Q2 		$332K Buy
8,357
+705
+9% +$27.5K ﹤0.01% 1830
2023
Q1 		$301K Buy
7,652
+1,782
+30% +$74.9K ﹤0.01% 1821
2022
Q4 		$228K Buy
+5,870
New +$232K ﹤0.01% 1926
2017
Q3 		– Sell
-306
Closed -$6K – 3393
2017
Q2 		$6K Buy
306
+126
+70% +$2.59K ﹤0.01% 3922
2017
Q1 		$4K Hold
180
– – ﹤0.01% 4072
2016
Q4 		$4K Buy
180
+22
+14% +$442 ﹤0.01% 4063
2016
Q3 		$3K Sell
158
-121
-43% -$1.94K ﹤0.01% 4124
2016
Q2 		$4K Buy
+279
New +$4.15K ﹤0.01% 3773
2015
Q4 		– Sell
-1,292
Closed -$24K – 4556
2015
Q3 		$24K Buy
+1,292
New +$29.3K ﹤0.01% 2590
2015
Q2 		– Sell
-1,438
Closed -$36K – 2676
2015
Q1 		$36K Buy
1,438
+97
+7% +$2.24K ﹤0.01% 2253
2014
Q4 		$30K Hold
1,341
– – ﹤0.01% 2352
2014
Q3 		$28K Hold
1,341
– – ﹤0.01% 2304
2014
Q2 		$28K Hold
1,341
– – ﹤0.01% 2284
2014
Q1 		$30K Buy
+1,341
New +$28.5K ﹤0.01% 2139

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

Creative Planning's SF Position: Q2 2026 in Review

Creative Planning reduced its Stifel (SF) stake by 24% in Q2 2026, selling an estimated $2.67M and leaving 115,376 shares worth $8.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Creative Planning first reported a position in SF in Q1 2014 and has held it in 26 quarters since. The position peaked at $11.2M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Creative Planning held 115,376 shares of Stifel worth $8.05M as of Q2 2026.
  • Creative Planning sold 35,809 Stifel shares in Q2 2026, an estimated $2.67M.
  • Stifel made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1042 holding.
  • Creative Planning first reported a position in Stifel in Q1 2014 and has held it in 26 quarters since.
  • Creative Planning's Stifel position peaked at $11.2M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.