High Note Wealth’s Stifel SF Stock Holding History

High Note Wealth’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	$2.09K	Sell	30 -6	-17%	-$447	﹤0.01%	805
2026 Q1	$2.66K	Sell	36 -23	-39%	-$1.83K	﹤0.01%	731
2025 Q4	$4.88K	Buy	59 +17	+40%	+$1.36K	﹤0.01%	517
2025 Q3	$3.18K	Buy	42 +12	+40%	+$898	﹤0.01%	625
2025 Q2	$2.08K	Buy	+30	New	+$1.84K	﹤0.01%	644

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

High Note Wealth's SF Position: Q2 2026 in Review

High Note Wealth reduced its Stifel (SF) stake by 17% in Q2 2026, selling an estimated $447 and leaving 30 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

High Note Wealth first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.88K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

High Note Wealth held 30 shares of Stifel worth $2.09K as of Q2 2026.
High Note Wealth sold 6 Stifel shares in Q2 2026, an estimated $447.
Stifel made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #805 holding.
High Note Wealth first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
High Note Wealth's Stifel position peaked at $4.88K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.