EWA
SF

EverSource Wealth Advisors’s Stifel SF Stock Holding History

EverSource 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
Q2 		$203K Sell
2,912
-2,697
-48% -$201K 0.01% 993
2026
Q1 		$415K Buy
5,609
+2,082
+59% +$165K 0.01% 683
2025
Q4 		$294K Buy
3,527
+1,857
+111% +$148K 0.01% 766
2025
Q3 		$126K Buy
1,670
+209
+14% +$15.6K 0.01% 1153
2025
Q2 		$101K Buy
1,461
+754
+107% +$46.3K ﹤0.01% 1194
2025
Q1 		$44.4K Buy
707
+626
+773% +$44.1K ﹤0.01% 1290
2024
Q4 		$5.73K Buy
81
+43
+113% +$3.07K ﹤0.01% 2282
2024
Q3 		$2.35K Sell
38
-42
-53% -$2.4K ﹤0.01% 2495
2024
Q2 		$4.7K Buy
80
+42
+111% +$2.23K ﹤0.01% 2240
2024
Q1 		$2K Hold
38
– – ﹤0.01% 2385
2023
Q4 		$1.73K Sell
38
-118
-76% -$4.85K ﹤0.01% 2213
2023
Q3 		$6.39K Buy
156
+42
+37% +$1.77K ﹤0.01% 1596
2023
Q2 		$4.54K Sell
114
-296
-72% -$11.5K ﹤0.01% 1766
2023
Q1 		$16.1K Buy
410
+108
+36% +$4.54K ﹤0.01% 1163
2022
Q4 		$11.7K Buy
+302
New +$11.9K ﹤0.01% 1271
2022
Q3 		– Sell
-1,448
Closed -$54K – 2116
2022
Q2 		$54K Buy
+1,448
New +$60.1K 0.01% 606

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

EverSource Wealth Advisors's SF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Stifel (SF) stake by 48% in Q2 2026, selling an estimated $201K and leaving 2,912 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #993.

EverSource Wealth Advisors first reported a position in SF in Q2 2022 and has held it in 16 quarters since. The position peaked at $415K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • EverSource Wealth Advisors held 2,912 shares of Stifel worth $203K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,697 Stifel shares in Q2 2026, an estimated $201K.
  • Stifel made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #993 holding.
  • EverSource Wealth Advisors first reported a position in Stifel in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Stifel position peaked at $415K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.