HCR Wealth Advisors’s Stifel SF Stock Holding History

HCR Wealth Advisors’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	$318K	Sell	4,554 -24	-0.5%	-$1.79K	0.03%	206
2026 Q1	$338K	Buy	4,578 +24	+0.5%	+$1.91K	0.04%	186
2025 Q4	$380K	Sell	4,554 -3	-0.1%	-$240	0.04%	178
2025 Q3	$341K	Hold	4,557	–	–	0.04%	184
2025 Q2	$315K	Hold	4,557	–	–	0.04%	180
2025 Q1	$286K	Hold	4,557	–	–	0.04%	185
2024 Q4	$322K	Sell	4,557 -30	-0.7%	-$2.14K	0.04%	173
2024 Q3	$287K	Hold	4,587	–	–	0.04%	182
2024 Q2	$257K	Hold	4,587	–	–	0.04%	187
2024 Q1	$239K	Hold	4,587	–	–	0.04%	194
2023 Q4	$211K	Buy	+4,587	New	+$189K	0.03%	194

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

HCR Wealth Advisors's SF Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Stifel (SF) stake by 0.52% in Q2 2026, selling an estimated $1.79K and leaving 4,554 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #206.

HCR Wealth Advisors first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

HCR Wealth Advisors held 4,554 shares of Stifel worth $318K as of Q2 2026.
HCR Wealth Advisors sold 24 Stifel shares in Q2 2026, an estimated $1.79K.
Stifel made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #206 holding.
HCR Wealth Advisors first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
HCR Wealth Advisors's Stifel position peaked at $380K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.