FFA
SF

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
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

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

Farther Finance Advisors's SF Position: Q2 2026 in Review

Farther Finance Advisors reduced its Stifel (SF) stake by 34% in Q2 2026, selling an estimated $104K and leaving 2,669 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Farther Finance Advisors first reported a position in SF in Q4 2022 and has held it in 15 quarters since. The position peaked at $347K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Farther Finance Advisors held 2,669 shares of Stifel worth $186K as of Q2 2026.
  • Farther Finance Advisors sold 1,401 Stifel shares in Q2 2026, an estimated $104K.
  • Stifel made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2294 holding.
  • Farther Finance Advisors first reported a position in Stifel in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Stifel position peaked at $347K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.