Grant Private Wealth Management’s Stifel SF Stock Holding History

Grant Private Wealth Management’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	$215K	Hold	3,075	–	–	0.09%	154
2026 Q1	$227K	Hold	3,075	–	–	0.12%	139
2025 Q4	$257K	Hold	3,075	–	–	0.16%	112
2025 Q3	$233K	Buy	+3,075	New	+$230K	0.14%	121
2025 Q2	–	Sell	-3,975	Closed	-$250K	–	129
2025 Q1	$250K	Hold	3,975	–	–	0.27%	101
2024 Q4	$281K	Buy	+3,975	New	+$284K	0.3%	88

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Grant Private Wealth Management's SF Position: Q2 2026 in Review

Grant Private Wealth Management held its Stifel (SF) position steady in Q2 2026 at 3,075 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #154.

Grant Private Wealth Management first reported a position in SF in Q4 2024 and has held it in 6 quarters since. The position peaked at $281K in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Grant Private Wealth Management held 3,075 shares of Stifel worth $215K as of Q2 2026.
Grant Private Wealth Management left its Stifel share count unchanged in Q2 2026.
Stifel made up 0.09% of Grant Private Wealth Management's portfolio in Q2 2026, its #154 holding.
Grant Private Wealth Management first reported a position in Stifel in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Stifel position peaked at $281K in Q4 2024.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.