Focus Partners Wealth
SF

Focus Partners Wealth’s Stifel SF Stock Holding History

Focus Partners Wealth’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 		$3.35M Sell
48,043
-23,576
-33% -$1.76M ﹤0.01% 1126
2026
Q1 		$5.29M Buy
71,619
+14,382
+25% +$1.14M 0.01% 922
2025
Q4 		$4.78M Buy
57,237
+18,022
+46% +$1.44M 0.01% 961
2025
Q3 		$2.97M Buy
39,215
+2,010
+5% +$150K ﹤0.01% 903
2025
Q2 		$2.57M Sell
37,205
-2,011
-5% -$123K 0.01% 839
2025
Q1 		$2.46M Buy
39,216
+5,830
+17% +$411K 0.01% 800
2024
Q4 		$2.36M Buy
+33,386
New +$2.38M 0.01% 794

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 Wealth's SF Position: Q2 2026 in Review

Focus Partners Wealth reduced its Stifel (SF) stake by 33% in Q2 2026, selling an estimated $1.76M and leaving 48,043 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Focus Partners Wealth first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Focus Partners Wealth held 48,043 shares of Stifel worth $3.35M as of Q2 2026.
  • Focus Partners Wealth sold 23,576 Stifel shares in Q2 2026, an estimated $1.76M.
  • Stifel made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1126 holding.
  • Focus Partners Wealth first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Stifel position peaked at $5.29M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.