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Farther Finance Advisors’s Stifel SF Stock Holding History

Farther Finance 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
Q3 		$156K Sell
2,230
-439
-16% -$34.6K ﹤0.01% 2494
2026
Q2 		$186K Sell
2,669
-1,401
-34% -$104K ﹤0.01% 2294
2026
Q1 		$301K Sell
4,070
-82
-2% -$6.51K ﹤0.01% 1728
2025
Q4 		$347K Buy
4,152
+3,118
+302% +$249K ﹤0.01% 1557
2025
Q3 		$78.2K Buy
1,034
+411
+66% +$30.8K ﹤0.01% 2178
2025
Q2 		$43.1K Sell
623
-1,131
-64% -$69.5K ﹤0.01% 2205
2025
Q1 		$111K Buy
1,754
+1,254
+251% +$88.4K ﹤0.01% 1490
2024
Q4 		$35.3K Sell
500
-1,302
-72% -$93K ﹤0.01% 1824
2024
Q3 		$113K Buy
1,802
+1,076
+148% +$61.4K ﹤0.01% 1250
2024
Q2 		$40.6K Sell
726
-3,440
-83% -$182K ﹤0.01% 1506
2024
Q1 		$215K Buy
4,166
+3,896
+1,443% +$192K 0.01% 663
2023
Q4 		$12.4K Buy
270
+259
+2,355% +$10.7K ﹤0.01% 1522
2023
Q3 		$430 Hold
11
– – ﹤0.01% 2308
2023
Q2 		$418 Sell
11
-1
-8% -$39 ﹤0.01% 2200
2023
Q1 		$473 Sell
12
-101
-89% -$4.25K ﹤0.01% 2019
2022
Q4 		$4.38K Buy
+113
New +$4.47K ﹤0.01% 1216

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's SF Position: Q3 2026 in Review

Farther Finance Advisors reduced its Stifel (SF) stake by 16% in Q3 2026, selling an estimated $34.6K and leaving 2,230 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Farther Finance Advisors first reported a position in SF in Q4 2022 and has held it in 16 quarters since. The position peaked at $347K in Q4 2025. 20 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Farther Finance Advisors held 2,230 shares of Stifel worth $156K as of Q3 2026.
  • Farther Finance Advisors sold 439 Stifel shares in Q3 2026, an estimated $34.6K.
  • Stifel made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2494 holding.
  • Farther Finance Advisors first reported a position in Stifel in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Stifel position peaked at $347K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.