CAG
SF

Crestwood Advisors Group’s Stifel SF Stock Holding History

Crestwood Advisors Group’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 		$13.4M Sell
192,044
-1,552
-0.8% -$116K 0.2% 93
2026
Q1 		$14.3M Buy
193,596
+2,227
+1% +$177K 0.24% 81
2025
Q4 		$16M Buy
191,369
+440
+0.2% +$35.2K 0.27% 77
2025
Q3 		$14.4M Sell
190,929
-180
-0.1% -$13.5K 0.25% 82
2025
Q2 		$13.2M Buy
191,109
+283
+0.1% +$17.4K 0.24% 87
2025
Q1 		$12M Sell
190,826
-2,823
-1% -$199K 0.23% 89
2024
Q4 		$13.7M Buy
193,649
+233
+0.1% +$16.6K 0.26% 78
2024
Q3 		$12.1M Buy
193,416
+63
+0% +$3.59K 0.23% 83
2024
Q2 		$10.8M Buy
193,353
+2,026
+1% +$107K 0.22% 83
2024
Q1 		$9.97M Buy
191,327
+12,921
+7% +$636K 0.22% 86
2023
Q4 		$8.22M Buy
178,406
+1,857
+1% +$76.4K 0.19% 94
2023
Q3 		$7.23M Buy
+176,549
New +$7.44M 0.19% 93

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

Crestwood Advisors Group's SF Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Stifel (SF) stake by 0.8% in Q2 2026, selling an estimated $116K and leaving 192,044 shares worth $13.4M. The position accounts for 0.2% of the portfolio, ranked #93.

Crestwood Advisors Group first reported a position in SF in Q3 2023 and has held it in 12 quarters since. The position peaked at $16M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Crestwood Advisors Group held 192,044 shares of Stifel worth $13.4M as of Q2 2026.
  • Crestwood Advisors Group sold 1,552 Stifel shares in Q2 2026, an estimated $116K.
  • Stifel made up 0.2% of Crestwood Advisors Group's portfolio in Q2 2026, its #93 holding.
  • Crestwood Advisors Group first reported a position in Stifel in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Stifel position peaked at $16M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.