FPAS
SF

Focus Partners Advisor Solutions’s Stifel SF Stock Holding History

Focus Partners Advisor Solutions’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 		$443K Sell
6,349
-15,268
-71% -$1.14M ﹤0.01% 857
2026
Q1 		$1.6M Buy
21,617
+7,241
+50% +$575K 0.02% 411
2025
Q4 		$1.2M Buy
14,376
+5,649
+65% +$451K 0.01% 449
2025
Q3 		$692K Buy
8,727
+4,939
+130% +$370K 0.01% 647
2025
Q2 		$262K Sell
3,788
-6,969
-65% -$428K ﹤0.01% 920
2025
Q1 		$676K Buy
+10,757
New +$758K 0.01% 497

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

Focus Partners Advisor Solutions's SF Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Stifel (SF) stake by 71% in Q2 2026, selling an estimated $1.14M and leaving 6,349 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Focus Partners Advisor Solutions first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Focus Partners Advisor Solutions held 6,349 shares of Stifel worth $443K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 15,268 Stifel shares in Q2 2026, an estimated $1.14M.
  • Stifel made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #857 holding.
  • Focus Partners Advisor Solutions first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Focus Partners Advisor Solutions's Stifel position peaked at $1.6M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.