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Diversify Wealth Management’s Stifel SF Stock Holding History

Diversify Wealth Management’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 		$250K Sell
3,030
-119
-4% -$8.87K ﹤0.01% 1115
2026
Q1 		$244K Buy
+3,149
New +$250K ﹤0.01% 1033

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's SF Position: Q2 2026 in Review

Diversify Wealth Management reduced its Stifel (SF) stake by 3.8% in Q2 2026, selling an estimated $8.87K and leaving 3,030 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Diversify Wealth Management first reported a position in SF in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Diversify Wealth Management held 3,030 shares of Stifel worth $250K as of Q2 2026.
  • Diversify Wealth Management sold 119 Stifel shares in Q2 2026, an estimated $8.87K.
  • Stifel made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1115 holding.
  • Diversify Wealth Management first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.