CVA Family Office’s Stifel SF Stock Holding History

CVA Family Office’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	$11.7K	Sell	167 -46	-22%	-$3.43K	﹤0.01%	978
2026 Q1	$15.7K	Buy	213 +187	+719%	+$14.8K	﹤0.01%	865
2025 Q4	$2.13K	Hold	26	–	–	﹤0.01%	982
2025 Q3	$1.93K	Hold	26	–	–	﹤0.01%	1011
2025 Q2	$1.76K	Buy	+26	New	+$1.6K	﹤0.01%	1009
2023 Q2	–	Sell	-23	Closed	-$886	–	1060
2023 Q1	$886	Sell	23 -247	-91%	-$10.4K	﹤0.01%	910
2022 Q4	$10.5K	Buy	270 +7	+3%	+$277	﹤0.01%	652
2022 Q3	$9K	Buy	263 +113	+75%	+$4.45K	﹤0.01%	647
2022 Q2	$6K	Buy	150 +37	+33%	+$1.54K	﹤0.01%	727
2022 Q1	$5K	Hold	113	–	–	﹤0.01%	780
2021 Q4	$5K	Buy	+113	New	+$5.49K	﹤0.01%	758

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

CVA Family Office's SF Position: Q2 2026 in Review

CVA Family Office reduced its Stifel (SF) stake by 22% in Q2 2026, selling an estimated $3.43K and leaving 167 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

CVA Family Office first reported a position in SF in Q4 2021 and has held it in 11 quarters since. The position peaked at $15.7K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

CVA Family Office held 167 shares of Stifel worth $11.7K as of Q2 2026.
CVA Family Office sold 46 Stifel shares in Q2 2026, an estimated $3.43K.
Stifel made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #978 holding.
CVA Family Office first reported a position in Stifel in Q4 2021 and has held it in 11 quarters since.
CVA Family Office's Stifel position peaked at $15.7K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.