Diversify Advisory Services’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Buy
+3,030
New +$226K ﹤0.01% 1115
2025
Q1
Sell
-4,505
Closed -$312K 684
2024
Q4
$312K Sell
4,505
-364
-7% -$26K 0.02% 473
2024
Q3
$326K Buy
4,869
+139
+3% +$7.93K 0.02% 479
2024
Q2
$258K Buy
4,730
+132
+3% +$7K 0.01% 546
2024
Q1
$237K Buy
+4,598
New +$226K 0.01% 578

Other funds holding SF

Diversify Advisory Services's SF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Stifel (SF) in Q2 2026: 3,030 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SF as recently as Q4 2024.

Diversify Advisory Services first reported a position in SF in Q1 2024 and has held it in 5 quarters since. The position peaked at $326K in Q3 2024. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Diversify Advisory Services held 3,030 shares of Stifel worth $250K as of Q2 2026.
  • Stifel was a new Diversify Advisory Services position in Q2 2026.
  • Stifel made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1115 holding.
  • Diversify Advisory Services first reported a position in Stifel in Q1 2024 and has held it in 5 quarters since.
  • Diversify Advisory Services's Stifel position peaked at $326K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.