EWP
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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
Q3 		$32K Buy
457
+220
+93% +$17.4K 0.01% 517
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's SF Position: Q3 2026 in Review

Elevation Wealth Partners increased its Stifel (SF) stake by 93% in Q3 2026, buying an estimated $17.4K and bringing the position to 457 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #517.

Elevation Wealth Partners first reported a position in SF in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Elevation Wealth Partners held 457 shares of Stifel worth $32K as of Q3 2026.
  • Elevation Wealth Partners bought 220 Stifel shares in Q3 2026, an estimated $17.4K.
  • Stifel made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #517 holding.
  • Elevation Wealth Partners first reported a position in Stifel in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.