Envestnet Portfolio Solutions
SF

Envestnet Portfolio Solutions’s Stifel SF Stock Holding History

Envestnet Portfolio Solutions’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 		$266K Sell
3,815
-163
-4% -$12.2K ﹤0.01% 1246
2026
Q1 		$294K Sell
3,978
-4,139
-51% -$329K ﹤0.01% 1126
2025
Q4 		$678K Sell
8,117
-2,170
-21% -$173K ﹤0.01% 924
2025
Q3 		$778K Sell
10,287
-1,499
-13% -$112K ﹤0.01% 836
2025
Q2 		$815K Sell
11,786
-1,717
-13% -$105K ﹤0.01% 880
2025
Q1 		$849K Sell
13,503
-12,317
-48% -$868K ﹤0.01% 850
2024
Q4 		$1.83M Sell
25,820
-1,944
-7% -$139K 0.01% 694
2024
Q3 		$1.74M Buy
27,764
+482
+2% +$27.5K 0.01% 709
2024
Q2 		$1.53M Buy
27,282
+1,536
+6% +$81.4K 0.01% 726
2024
Q1 		$1.34M Sell
25,746
-71
-0.3% -$3.5K 0.01% 755
2023
Q4 		$1.19M Sell
25,817
-1,365
-5% -$56.1K ﹤0.01% 748
2023
Q3 		$1.11M Buy
+27,182
New +$1.14M 0.01% 728

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

Envestnet Portfolio Solutions's SF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Stifel (SF) stake by 4.1% in Q2 2026, selling an estimated $12.2K and leaving 3,815 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Envestnet Portfolio Solutions first reported a position in SF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,815 shares of Stifel worth $266K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 163 Stifel shares in Q2 2026, an estimated $12.2K.
  • Stifel made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1246 holding.
  • Envestnet Portfolio Solutions first reported a position in Stifel in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Stifel position peaked at $1.83M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.