FPF
SF

First Pacific Financial’s Stifel SF Stock Holding History

First Pacific Financial’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 		– Sell
-200
Closed -$14.8K – 669
2026
Q1 		$14.8K Buy
200
+71
+55% +$5.64K ﹤0.01% 332
2025
Q4 		$10.8K Buy
129
+31
+32% +$2.48K ﹤0.01% 322
2025
Q3 		$7.38K Hold
98
– – ﹤0.01% 347
2025
Q2 		$6.75K Buy
98
+65
+197% +$3.99K ﹤0.01% 355
2025
Q1 		$2.07K Buy
+33
New +$2.33K ﹤0.01% 451

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

First Pacific Financial's SF Position: Q2 2026 in Review

First Pacific Financial sold out of Stifel (SF) in Q2 2026, closing a stake of 200 shares — an estimated $14.8K sold.

First Pacific Financial first reported a position in SF in Q1 2025 and held it in 5 quarters. The position peaked at $14.8K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • First Pacific Financial reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 200 Stifel shares in Q2 2026, an estimated $14.8K.
  • First Pacific Financial first reported a position in Stifel in Q1 2025 and held it in 5 quarters.
  • First Pacific Financial's Stifel position peaked at $14.8K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.