EPW
SF

Evolve Private Wealth’s Stifel SF Stock Holding History

Evolve Private 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 		$4.19M Sell
60,043
-2,242
-4% -$167K 0.26% 71
2026
Q1 		$4.6M Sell
62,285
-985
-2% -$78.2K 0.25% 66
2025
Q4 		$5.28M Buy
+63,270
New +$5.06M 0.31% 54

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

Evolve Private Wealth's SF Position: Q2 2026 in Review

Evolve Private Wealth reduced its Stifel (SF) stake by 3.6% in Q2 2026, selling an estimated $167K and leaving 60,043 shares worth $4.19M. The position accounts for 0.26% of the portfolio, ranked #71.

Evolve Private Wealth first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.28M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Evolve Private Wealth held 60,043 shares of Stifel worth $4.19M as of Q2 2026.
  • Evolve Private Wealth sold 2,242 Stifel shares in Q2 2026, an estimated $167K.
  • Stifel made up 0.26% of Evolve Private Wealth's portfolio in Q2 2026, its #71 holding.
  • Evolve Private Wealth first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Stifel position peaked at $5.28M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.