DWM
SF

Drive Wealth Management’s Stifel SF Stock Holding History

Drive 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 		$230K Sell
3,299
-1,247
-27% -$93K 0.04% 387
2026
Q1 		$336K Sell
4,546
-56
-1% -$4.45K 0.07% 228
2025
Q4 		$384K Buy
4,602
+1,470
+47% +$117K 0.08% 214
2025
Q3 		$237K Buy
3,132
+15
+0.5% +$1.12K 0.05% 293
2025
Q2 		$216K Buy
+3,117
New +$191K 0.05% 306
2025
Q1 		– Sell
-3,215
Closed -$227K – 375
2024
Q4 		$227K Buy
+3,215
New +$230K 0.06% 273

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

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

Drive Wealth Management reduced its Stifel (SF) stake by 27% in Q2 2026, selling an estimated $93K and leaving 3,299 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #387.

Drive Wealth Management first reported a position in SF in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Drive Wealth Management held 3,299 shares of Stifel worth $230K as of Q2 2026.
  • Drive Wealth Management sold 1,247 Stifel shares in Q2 2026, an estimated $93K.
  • Stifel made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Drive Wealth Management first reported a position in Stifel in Q4 2024 and has held it in 6 quarters since.
  • Drive Wealth Management's Stifel position peaked at $384K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.