Curio Wealth’s Stifel SF Stock Holding History

Curio 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	–	Sell	-6	Closed	-$444	–	946
2026 Q1	$444	Buy	6 +4	+200%	+$318	﹤0.01%	529
2025 Q4	$129	Buy	+2	New	+$160	﹤0.01%	439

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

Curio Wealth's SF Position: Q2 2026 in Review

Curio Wealth sold out of Stifel (SF) in Q2 2026, closing a stake of 6 shares — an estimated $444 sold.

Curio Wealth first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $444 in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Curio Wealth reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 6 Stifel shares in Q2 2026, an estimated $444.
Curio Wealth first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
Curio Wealth's Stifel position peaked at $444 in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.