Financial & Tax Architects’s Stifel SF Stock Holding History

Financial & Tax Architects’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 Q1	–	Sell	-2,421	Closed	-$202K	–	119
2025 Q4	$202K	Buy	+2,421	New	+$193K	0.05%	103

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial & Tax Architects's SF Position: Q1 2026 in Review

Financial & Tax Architects sold out of Stifel (SF) in Q1 2026, closing a stake of 2,421 shares — an estimated $202K sold.

Financial & Tax Architects first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 635 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Financial & Tax Architects reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Financial & Tax Architects sold 2,421 Stifel shares in Q1 2026, an estimated $202K.
Financial & Tax Architects first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
Financial & Tax Architects's Stifel position peaked at $202K in Q4 2025.
635 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.