HAG
SF

HighPoint Advisor Group’s Stifel SF Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-4,728
Closed -$395K – 977
2025
Q4 		$395K Sell
4,728
-12
-0.3% -$959 0.01% 745
2025
Q3 		$359K Sell
4,740
-17
-0.4% -$1.27K 0.02% 475
2025
Q2 		$329K Sell
4,757
-46
-1% -$2.83K 0.02% 487
2025
Q1 		$276K Buy
4,803
+258
+6% +$18.2K 0.02% 515
2024
Q4 		$328K Buy
4,545
+81
+2% +$5.78K 0.02% 478
2024
Q3 		$307K Buy
4,464
+78
+2% +$4.45K 0.02% 481
2024
Q2 		$257K Buy
4,386
+106
+2% +$5.62K 0.02% 520
2024
Q1 		$236K Buy
4,280
+48
+1% +$2.36K 0.02% 546
2023
Q4 		$215K Buy
+4,232
New +$174K 0.02% 571

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HighPoint Advisor Group's SF Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Stifel (SF) in Q1 2026, closing a stake of 4,728 shares — an estimated $395K sold.

HighPoint Advisor Group first reported a position in SF in Q4 2023 and held it in 9 quarters. The position peaked at $395K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,728 Stifel shares in Q1 2026, an estimated $395K.
  • HighPoint Advisor Group first reported a position in Stifel in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Stifel position peaked at $395K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.