HWM
SF

HB Wealth Management’s Stifel SF Stock Holding History

HB 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 		$377K Sell
5,404
-4,011
-43% -$299K ﹤0.01% 1255
2026
Q1 		$696K Buy
9,415
+2,105
+29% +$167K ﹤0.01% 822
2025
Q4 		$610K Buy
7,310
+2,946
+68% +$235K ﹤0.01% 817
2025
Q3 		$330K Buy
4,364
+699
+19% +$52.3K ﹤0.01% 1027
2025
Q2 		$254K Sell
3,665
-1,927
-34% -$118K ﹤0.01% 1004
2025
Q1 		$351K Buy
5,592
+2,121
+61% +$150K ﹤0.01% 900
2024
Q4 		$245K Buy
+3,471
New +$248K ﹤0.01% 889

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

HB Wealth Management's SF Position: Q2 2026 in Review

HB Wealth Management reduced its Stifel (SF) stake by 43% in Q2 2026, selling an estimated $299K and leaving 5,404 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

HB Wealth Management first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • HB Wealth Management held 5,404 shares of Stifel worth $377K as of Q2 2026.
  • HB Wealth Management sold 4,011 Stifel shares in Q2 2026, an estimated $299K.
  • Stifel made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1255 holding.
  • HB Wealth Management first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Stifel position peaked at $696K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.