FC
SF

Financial Consulate’s Stifel SF Stock Holding History

Financial Consulate’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 		$130K Hold
1,864
– – 0.01% 204
2026
Q1 		$138K Sell
1,864
-1
-0.1% -$79 0.02% 180
2025
Q4 		$156K Hold
1,865
– – 0.02% 188
2025
Q3 		$141K Buy
+1,865
New +$140K 0.02% 192

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

Financial Consulate's SF Position: Q2 2026 in Review

Financial Consulate held its Stifel (SF) position steady in Q2 2026 at 1,864 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #204.

Financial Consulate first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $156K in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Financial Consulate held 1,864 shares of Stifel worth $130K as of Q2 2026.
  • Financial Consulate left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #204 holding.
  • Financial Consulate first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Stifel position peaked at $156K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.