HWP
SF

Highline Wealth Partners’s Stifel SF Stock Holding History

Highline Wealth Partners’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 		$2.23K Hold
32
– – ﹤0.01% 1158
2026
Q1 		$2.37K Buy
32
+14
+78% +$1.11K ﹤0.01% 1027
2025
Q4 		$1.5K Hold
18
– – ﹤0.01% 883
2025
Q3 		$1.36K Hold
18
– – ﹤0.01% 899
2025
Q2 		$1.25K Hold
18
– – ﹤0.01% 693
2025
Q1 		$1.13K Buy
+18
New +$1.27K ﹤0.01% 728

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

Highline Wealth Partners's SF Position: Q2 2026 in Review

Highline Wealth Partners held its Stifel (SF) position steady in Q2 2026 at 32 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Highline Wealth Partners first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.37K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Highline Wealth Partners held 32 shares of Stifel worth $2.23K as of Q2 2026.
  • Highline Wealth Partners left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1158 holding.
  • Highline Wealth Partners first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's Stifel position peaked at $2.37K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.