EPIMS
SF

Evelyn Partners Investment Management Services’s Stifel SF Stock Holding History

Evelyn Partners Investment Management Services’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 		$231K Hold
3,120
– – 0.03% 129
2025
Q4 		$260K Hold
3,120
– – 0.03% 123
2025
Q3 		$236K Hold
3,120
– – 0.03% 125
2025
Q2 		$216K Hold
3,120
– – 0.03% 123
2025
Q1 		$196K Hold
3,120
– – 0.03% 117
2024
Q4 		$221K Buy
+3,120
New +$223K 0.04% 112

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evelyn Partners Investment Management Services's SF Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Stifel (SF) position steady in Q1 2026 at 3,120 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #129.

Evelyn Partners Investment Management Services first reported a position in SF in Q4 2024 and has held it in 6 quarters since. The position peaked at $260K in Q4 2025. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Evelyn Partners Investment Management Services held 3,120 shares of Stifel worth $231K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Stifel share count unchanged in Q1 2026.
  • Stifel made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #129 holding.
  • Evelyn Partners Investment Management Services first reported a position in Stifel in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Stifel position peaked at $260K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.