HIA
SF

HFM Investment Advisors’s Stifel SF Stock Holding History

HFM Investment 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 		$1.75K Buy
25
+12
+92% +$895 ﹤0.01% 514
2026
Q1 		$961 Sell
13
-1
-7% -$79 ﹤0.01% 418
2025
Q4 		$1.13K Hold
14
– – ﹤0.01% 419
2025
Q3 		$1.02K Hold
14
– – ﹤0.01% 357
2025
Q2 		$934 Buy
14
+9
+180% +$553 ﹤0.01% 387
2025
Q1 		$283 Buy
+5
New +$352 ﹤0.01% 498

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

HFM Investment Advisors's SF Position: Q2 2026 in Review

HFM Investment Advisors increased its Stifel (SF) stake by 92% in Q2 2026, buying an estimated $895 and bringing the position to 25 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

HFM Investment Advisors first reported a position in SF in Q1 2025 and has held it in 6 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • HFM Investment Advisors held 25 shares of Stifel worth $1.75K as of Q2 2026.
  • HFM Investment Advisors bought 12 Stifel shares in Q2 2026, an estimated $895.
  • Stifel made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #514 holding.
  • HFM Investment Advisors first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.