First National Advisers’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$600K Buy
8,598
+151
+2% +$11.3K 0.08% 156
2026
Q1
$624K Sell
8,447
-198
-2% -$15.7K 0.09% 154
2025
Q4
$722K Sell
8,645
-1,437
-14% -$115K 0.1% 141
2025
Q3
$763K Sell
10,082
-2,395
-19% -$179K 0.1% 147
2025
Q2
$863K Buy
12,477
+732
+6% +$45K 0.13% 140
2025
Q1
$738K Buy
+11,745
New +$828K 0.12% 144
2024
Q4
Sell
-11,006
Closed -$689K 217
2024
Q3
$689K Buy
11,006
+318
+3% +$18.1K 0.11% 141
2024
Q2
$600K Buy
10,688
+951
+10% +$50.4K 0.11% 140
2024
Q1
$507K Buy
+9,737
New +$479K 0.11% 142
2023
Q4
Sell
-5,111
Closed -$209K 160
2023
Q3
$209K Buy
+5,111
New +$215K 0.09% 148

Other funds holding SF

First National Advisers's SF Position: Q2 2026 in Review

First National Advisers increased its Stifel (SF) stake by 1.8% in Q2 2026, buying an estimated $11.3K and bringing the position to 8,598 shares worth $600K. The position accounts for 0.08% of the portfolio, ranked #156.

First National Advisers first reported a position in SF in Q3 2023 and has held it in 10 quarters since. The position peaked at $863K in Q2 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • First National Advisers held 8,598 shares of Stifel worth $600K as of Q2 2026.
  • First National Advisers bought 151 Stifel shares in Q2 2026, an estimated $11.3K.
  • Stifel made up 0.08% of First National Advisers's portfolio in Q2 2026, its #156 holding.
  • First National Advisers first reported a position in Stifel in Q3 2023 and has held it in 10 quarters since.
  • First National Advisers's Stifel position peaked at $863K in Q2 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.