First Command Advisory Services’s Stifel Financial Corp 5.20% Senior Notes due 2047 SFB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.67K Buy
334
+231
+224% +$4.59K ﹤0.01% 828
2026
Q1
$2.01K Buy
+103
New +$2.1K ﹤0.01% 932

Other funds holding SFB

First Command Advisory Services's SFB Position: Q2 2026 in Review

First Command Advisory Services increased its Stifel Financial Corp 5.20% Senior Notes due 2047 (SFB) stake by 224% in Q2 2026, buying an estimated $4.59K and bringing the position to 334 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

First Command Advisory Services first reported a position in SFB in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold SFB as of Q2 2026.

  • First Command Advisory Services held 334 shares of Stifel Financial Corp 5.20% Senior Notes due 2047 worth $6.67K as of Q2 2026.
  • First Command Advisory Services bought 231 Stifel Financial Corp 5.20% Senior Notes due 2047 shares in Q2 2026, an estimated $4.59K.
  • Stifel Financial Corp 5.20% Senior Notes due 2047 made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #828 holding.
  • First Command Advisory Services first reported a position in Stifel Financial Corp 5.20% Senior Notes due 2047 in Q1 2026 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held Stifel Financial Corp 5.20% Senior Notes due 2047 as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.