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BFC Planning, Inc.’s Stifel SF Stock Holding History

BFC Planning, Inc.’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 		$26.1K Buy
375
+16
+4% +$1.19K ﹤0.01% 1881
2026
Q1 		$26.6K Sell
359
-103
-22% -$8.18K ﹤0.01% 1588
2025
Q4 		$38.6K Sell
462
-47
-9% -$3.76K ﹤0.01% 1476
2025
Q3 		$38.5K Hold
509
– – ﹤0.01% 1288
2025
Q2 		$35.2K Sell
509
-18
-3% -$1.1K ﹤0.01% 1264
2025
Q1 		$33.1K Sell
527
-91
-15% -$6.42K ﹤0.01% 1260
2024
Q4 		$43.7K Buy
+618
New +$44.1K ﹤0.01% 1163

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 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 $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s SF Position: Q2 2026 in Review

BFC Planning, Inc. increased its Stifel (SF) stake by 4.5% in Q2 2026, buying an estimated $1.19K and bringing the position to 375 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

BFC Planning, Inc. first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.7K in Q4 2024. 599 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • BFC Planning, Inc. held 375 shares of Stifel worth $26.1K as of Q2 2026.
  • BFC Planning, Inc. bought 16 Stifel shares in Q2 2026, an estimated $1.19K.
  • Stifel made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1881 holding.
  • BFC Planning, Inc. first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Stifel position peaked at $43.7K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.