Evoke Wealth’s Stifel SF Stock Holding History

Evoke Wealth’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	–	Sell	-5,638	Closed	-$417K	–	529
2026 Q1	$417K	Buy	5,638 +2,437	+76%	+$194K	0.01%	454
2025 Q4	$267K	Buy	+3,201	New	+$256K	0.01%	552
2022 Q4	–	Sell	-1,518	Closed	-$53K	–	1005
2022 Q3	$53K	Hold	1,518	–	–	﹤0.01%	511
2022 Q2	$57K	Hold	1,518	–	–	﹤0.01%	502
2022 Q1	$69K	Hold	1,518	–	–	﹤0.01%	477
2021 Q4	$71K	Hold	1,518	–	–	﹤0.01%	489
2021 Q3	$68K	Hold	1,518	–	–	﹤0.01%	474
2021 Q2	$66K	Hold	1,518	–	–	﹤0.01%	496
2021 Q1	$65K	Buy	1,518 +900	+146%	+$35.1K	﹤0.01%	422
2020 Q4	$21K	Buy	+618	New	+$18.3K	﹤0.01%	498
2020 Q1	–	Sell	-810	Closed	-$21.8K	–	1313
2019 Q4	$21.8K	Hold	810	–	–	﹤0.01%	573
2019 Q3	$20.7K	Buy	+810	New	+$20.4K	﹤0.01%	650

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's SF Position: Q2 2026 in Review

Evoke Wealth sold out of Stifel (SF) in Q2 2026, closing a stake of 5,638 shares — an estimated $417K sold.

Evoke Wealth first reported a position in SF in Q3 2019 and held it in 12 quarters. The position peaked at $417K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Evoke Wealth reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 5,638 Stifel shares in Q2 2026, an estimated $417K.
Evoke Wealth first reported a position in Stifel in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Stifel position peaked at $417K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.