DPW
SF

DiNuzzo Private Wealth’s Stifel SF Stock Holding History

DiNuzzo Private 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 		$2.37K Hold
34
– – ﹤0.01% 612
2026
Q1 		$2.51K Sell
34
-1
-3% -$79 ﹤0.01% 566
2025
Q4 		$2.88K Hold
35
– – ﹤0.01% 520
2025
Q3 		$2.65K Hold
35
– – ﹤0.01% 546
2025
Q2 		$2.39K Sell
35
-1
-3% -$61 ﹤0.01% 562
2025
Q1 		$2.26K Buy
36
+1
+3% +$70 ﹤0.01% 550
2024
Q4 		$2.44K Hold
35
– – ﹤0.01% 524
2024
Q3 		$2.16K Buy
35
+2
+6% +$114 ﹤0.01% 581
2024
Q2 		$1.85K Buy
33
+4
+14% +$212 ﹤0.01% 544
2024
Q1 		$1.49K Hold
29
– – ﹤0.01% 582
2023
Q4 		$1.31K Buy
+29
New +$1.19K ﹤0.01% 600

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

DiNuzzo Private Wealth's SF Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Stifel (SF) position steady in Q2 2026 at 34 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

DiNuzzo Private Wealth first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.88K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • DiNuzzo Private Wealth held 34 shares of Stifel worth $2.37K as of Q2 2026.
  • DiNuzzo Private Wealth left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #612 holding.
  • DiNuzzo Private Wealth first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Stifel position peaked at $2.88K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.