EWP
SF

Elevation Wealth Partners’s Stifel SF Stock Holding History

Elevation Wealth Partners’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 		$16.5K Buy
237
+215
+977% +$16K 0.01% 650
2026
Q1 		$1.63K Sell
22
-1
-4% -$79 ﹤0.01% 939
2025
Q4 		$1.88K Hold
23
– – ﹤0.01% 796
2025
Q3 		$1.7K Buy
+23
New +$1.72K ﹤0.01% 676

Other funds holding SF

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Elevation Wealth Partners's SF Position: Q2 2026 in Review

Elevation Wealth Partners increased its Stifel (SF) stake by 977% in Q2 2026, buying an estimated $16K and bringing the position to 237 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #650.

Elevation Wealth Partners first reported a position in SF in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Elevation Wealth Partners held 237 shares of Stifel worth $16.5K as of Q2 2026.
  • Elevation Wealth Partners bought 215 Stifel shares in Q2 2026, an estimated $16K.
  • Stifel made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #650 holding.
  • Elevation Wealth Partners first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.