FFA
SF

Frazier Financial Advisors’s Stifel SF Stock Holding History

Frazier Financial 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
Q2 		$9.84K Hold
141
– – 0.01% 399
2026
Q1 		$10.4K Hold
141
– – 0.01% 405
2025
Q4 		$11.8K Hold
141
– – 0.01% 337
2025
Q3 		$10.7K Hold
141
– – 0.01% 342
2025
Q2 		$9.76K Hold
141
– – 0.01% 355
2025
Q1 		$8.86K Hold
141
– – 0.01% 357
2024
Q4 		$9.98K Hold
141
– – 0.01% 343
2024
Q3 		$8.83K Sell
141
-96
-41% -$5.48K 0.01% 403
2024
Q2 		$13.3K Hold
237
– – 0.01% 382
2024
Q1 		$12.4K Buy
237
+96
+68% +$4.73K 0.01% 366
2023
Q4 		$6.5K Buy
+141
New +$5.8K 0.01% 446

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

Frazier Financial Advisors's SF Position: Q2 2026 in Review

Frazier Financial Advisors held its Stifel (SF) position steady in Q2 2026 at 141 shares worth $9.84K. The position accounts for 0.01% of the portfolio, ranked #399.

Frazier Financial Advisors first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3K in Q2 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Frazier Financial Advisors held 141 shares of Stifel worth $9.84K as of Q2 2026.
  • Frazier Financial Advisors left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #399 holding.
  • Frazier Financial Advisors first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Stifel position peaked at $13.3K in Q2 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.