HHM Wealth Advisors’s Stifel SF Stock Holding History

HHM 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
2025 Q2	–	Sell	-6	Closed	-$378	–	929
2025 Q1	$378	Hold	6	–	–	﹤0.01%	885
2024 Q4	$425	Buy	+6	New	+$428	﹤0.01%	932

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HHM Wealth Advisors's SF Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Stifel (SF) in Q2 2025, closing a stake of 6 shares — an estimated $378 sold.

HHM Wealth Advisors first reported a position in SF in Q4 2024 and held it in 2 quarters. The position peaked at $425 in Q4 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

HHM Wealth Advisors reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 6 Stifel shares in Q2 2025, an estimated $378.
HHM Wealth Advisors first reported a position in Stifel in Q4 2024 and held it in 2 quarters.
HHM Wealth Advisors's Stifel position peaked at $425 in Q4 2024.
487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.