DWM
SF

Dogwood Wealth Management’s Stifel SF Stock Holding History

Dogwood 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 		$10.1K Sell
145
-23
-14% -$1.72K ﹤0.01% 382
2026
Q1 		$12.4K Buy
168
+22
+15% +$1.75K 0.01% 302
2025
Q4 		$12.1K Hold
146
– – 0.01% 268
2025
Q3 		$11K Sell
146
-40
-22% -$3K 0.01% 263
2025
Q2 		$13.3K Buy
+186
New +$11.4K 0.01% 225

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

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

Dogwood Wealth Management reduced its Stifel (SF) stake by 14% in Q2 2026, selling an estimated $1.72K and leaving 145 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Dogwood Wealth Management first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.3K in Q2 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Dogwood Wealth Management held 145 shares of Stifel worth $10.1K as of Q2 2026.
  • Dogwood Wealth Management sold 23 Stifel shares in Q2 2026, an estimated $1.72K.
  • Stifel made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Dogwood Wealth Management first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Stifel position peaked at $13.3K in Q2 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.