Fifth Third Wealth Advisors’s Stifel SF Stock Holding History

Fifth Third 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	$446K	Buy	6,398 +496	+8%	+$37K	0.01%	541
2026 Q1	$436K	Buy	5,902 +574	+11%	+$45.6K	0.01%	477
2025 Q4	$445K	Sell	5,328 -33	-0.6%	-$2.64K	0.02%	429
2025 Q3	$406K	Buy	5,361 +43	+0.8%	+$3.22K	0.01%	448
2025 Q2	$368K	Buy	5,318 +14	+0.3%	+$860	0.02%	460
2025 Q1	$333K	Buy	5,304 +16	+0.3%	+$1.13K	0.02%	459
2024 Q4	$374K	Hold	5,288	–	–	0.02%	408
2024 Q3	$331K	Buy	5,288 +41	+0.8%	+$2.34K	0.02%	428
2024 Q2	$294K	Buy	+5,247	New	+$278K	0.02%	417

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

Fifth Third Wealth Advisors's SF Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Stifel (SF) stake by 8.4% in Q2 2026, buying an estimated $37K and bringing the position to 6,398 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #541.

Fifth Third Wealth Advisors first reported a position in SF in Q2 2024 and has held it in 9 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Fifth Third Wealth Advisors held 6,398 shares of Stifel worth $446K as of Q2 2026.
Fifth Third Wealth Advisors bought 496 Stifel shares in Q2 2026, an estimated $37K.
Stifel made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #541 holding.
Fifth Third Wealth Advisors first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.