FMP
SF

Financial Management Professionals’s Stifel SF Stock Holding History

Financial Management Professionals’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 		$698 Hold
10
– – ﹤0.01% 922
2026
Q1 		$739 Sell
10
-1
-9% -$79 ﹤0.01% 839
2025
Q4 		$877 Hold
11
– – ﹤0.01% 809
2025
Q3 		$794 Hold
11
– – ﹤0.01% 805
2025
Q2 		$726 Hold
11
– – ﹤0.01% 868
2025
Q1 		$660 Hold
11
– – ﹤0.01% 863
2024
Q4 		$743 Hold
11
– – ﹤0.01% 845
2024
Q3 		$1K Hold
11
– – ﹤0.01% 881
2024
Q2 		$1K Hold
11
– – ﹤0.01% 842
2024
Q1 		$1K Hold
11
– – ﹤0.01% 898
2023
Q4 		$0 Buy
+11
New +$452 ﹤0.01% 1037
2022
Q2 		– Sell
-17
Closed -$1K – 1105
2022
Q1 		$1K Buy
+17
New +$816 ﹤0.01% 948

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Financial Management Professionals's SF Position: Q2 2026 in Review

Financial Management Professionals held its Stifel (SF) position steady in Q2 2026 at 10 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Financial Management Professionals first reported a position in SF in Q1 2022 and has held it in 12 quarters since. The position peaked at $1K in Q3 2024. 61 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Financial Management Professionals held 10 shares of Stifel worth $698 as of Q2 2026.
  • Financial Management Professionals left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #922 holding.
  • Financial Management Professionals first reported a position in Stifel in Q1 2022 and has held it in 12 quarters since.
  • Financial Management Professionals's Stifel position peaked at $1K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.