Daymark Wealth Partners’s Stifel SF Stock Holding History

Daymark Wealth Partners’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	-4,840	Closed	-$358K	–	854
2026 Q1	$358K	Buy	+4,840	New	+$384K	0.01%	520

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

Daymark Wealth Partners's SF Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 4,840 shares — an estimated $358K sold.

Daymark Wealth Partners first reported a position in SF in Q1 2026 and held it in 1 quarter. The position peaked at $358K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Daymark Wealth Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Daymark Wealth Partners sold 4,840 Stifel shares in Q2 2026, an estimated $358K.
Daymark Wealth Partners first reported a position in Stifel in Q1 2026 and held it in 1 quarter.
Daymark Wealth Partners's Stifel position peaked at $358K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.