GoalVest Advisory’s Stifel SF Stock Holding History

GoalVest Advisory’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 Q3	$6.93K	Buy	+99	New	+$7.81K	﹤0.01%	500

Other funds holding SF

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's SF Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Stifel (SF) in Q3 2026: 99 shares worth $6.93K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

GoalVest Advisory held 99 shares of Stifel worth $6.93K as of Q3 2026.
Stifel was a new GoalVest Advisory position in Q3 2026.
Stifel made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #500 holding.
19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.