EP
SF

Evelyn Partners’s Stifel SF Stock Holding History

Evelyn 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 		$193K Buy
+2,769
New +$206K ﹤0.01% 271

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evelyn Partners's SF Position: Q2 2026 in Review

Evelyn Partners opened a new position in Stifel (SF) in Q2 2026: 2,769 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

558 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Evelyn Partners held 2,769 shares of Stifel worth $193K as of Q2 2026.
  • Stifel was a new Evelyn Partners position in Q2 2026.
  • Stifel made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #271 holding.
  • 558 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.