GI
SF icon

Gradient Investments’s Stifel SF Stock Holding History

Gradient Investments’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 		$1.86M Buy
26,522
+175
+0.7% +$13.8K 0.03% 268
2026
Q2 		$1.84M Buy
26,347
+4,043
+18% +$301K 0.03% 272
2026
Q1 		$1.65M Buy
+22,304
New +$1.77M 0.03% 270
2024
Q1 		– Sell
-32
Closed -$1.45K – 1736
2023
Q4 		$1.45K Hold
32
– – ﹤0.01% 1320
2023
Q3 		$1.29K Hold
32
– – ﹤0.01% 1297
2023
Q2 		$1.25K Buy
+32
New +$1.25K ﹤0.01% 1288

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Gradient Investments's SF Position: Q3 2026 in Review

Gradient Investments increased its Stifel (SF) stake by 0.66% in Q3 2026, buying an estimated $13.8K and bringing the position to 26,522 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #268.

Gradient Investments first reported a position in SF in Q2 2023 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Gradient Investments held 26,522 shares of Stifel worth $1.86M as of Q3 2026.
  • Gradient Investments bought 175 Stifel shares in Q3 2026, an estimated $13.8K.
  • Stifel made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #268 holding.
  • Gradient Investments first reported a position in Stifel in Q2 2023 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.