EWA
SF

EP Wealth Advisors’s Stifel SF Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-2,576
Closed -$215K – 1584
2025
Q4 		$215K Buy
+2,576
New +$206K ﹤0.01% 1350

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EP Wealth Advisors's SF Position: Q1 2026 in Review

EP Wealth Advisors sold out of Stifel (SF) in Q1 2026, closing a stake of 2,576 shares — an estimated $215K sold.

EP Wealth Advisors first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • EP Wealth Advisors reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,576 Stifel shares in Q1 2026, an estimated $215K.
  • EP Wealth Advisors first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Stifel position peaked at $215K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.