FHA
SF

Flagship Harbor Advisors’s Stifel SF Stock Holding History

Flagship Harbor Advisors’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
-69
Closed -$5.81K – 1925
2025
Q4 		$5.81K Buy
+69
New +$5.51K ﹤0.01% 1630
2018
Q4 		– Sell
-452
Closed -$10K – 2066
2018
Q3 		$10K Hold
452
– – ﹤0.01% 1424
2018
Q2 		$10K Buy
+452
New +$11.8K ﹤0.01% 1387

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Flagship Harbor Advisors's SF Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Stifel (SF) in Q1 2026, closing a stake of 69 shares — an estimated $5.81K sold.

Flagship Harbor Advisors first reported a position in SF in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 69 Stifel shares in Q1 2026, an estimated $5.81K.
  • Flagship Harbor Advisors first reported a position in Stifel in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's Stifel position peaked at $10K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.