CI
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CX Institutional’s Stifel SF Stock Holding History

CX Institutional’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
Q3 		$2K Buy
33
+19
+136% +$1.5K ﹤0.01% 1577
2026
Q2 		$1K Hold
14
– – ﹤0.01% 1549
2026
Q1 		$1K Buy
+14
New +$1.11K ﹤0.01% 1529
2023
Q1 		– Sell
-34,019
Closed -$1.32M – 575
2022
Q4 		$1.32M Buy
+34,019
New +$1.35M 0.08% 244
2022
Q3 		– Sell
-21,065
Closed -$787K – 1018
2022
Q2 		$787K Buy
+21,065
New +$875K 0.06% 262

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional's SF Position: Q3 2026 in Review

CX Institutional increased its Stifel (SF) stake by 136% in Q3 2026, buying an estimated $1.5K and bringing the position to 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

CX Institutional first reported a position in SF in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2022. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • CX Institutional held 33 shares of Stifel worth $2K as of Q3 2026.
  • CX Institutional bought 19 Stifel shares in Q3 2026, an estimated $1.5K.
  • Stifel made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1577 holding.
  • CX Institutional first reported a position in Stifel in Q2 2022 and has held it in 5 quarters since.
  • CX Institutional's Stifel position peaked at $1.32M in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.