HFS
SF

Hughes Financial Services’s Stifel SF Stock Holding History

Hughes Financial Services’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 		$1.47K Sell
21
-1
-5% -$75 ﹤0.01% 833
2026
Q1 		$1.63K Buy
22
+4
+22% +$318 ﹤0.01% 659
2025
Q4 		$1.5K Hold
18
– – ﹤0.01% 620
2025
Q3 		$1.46K Hold
18
– – ﹤0.01% 629
2025
Q2 		$1.34K Buy
18
+1
+6% +$61 ﹤0.01% 627
2025
Q1 		$1.04K Buy
+17
New +$1.2K ﹤0.01% 683

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

Hughes Financial Services's SF Position: Q2 2026 in Review

Hughes Financial Services reduced its Stifel (SF) stake by 4.5% in Q2 2026, selling an estimated $75 and leaving 21 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Hughes Financial Services first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Hughes Financial Services held 21 shares of Stifel worth $1.47K as of Q2 2026.
  • Hughes Financial Services sold 1 Stifel share in Q2 2026, an estimated $75.
  • Stifel made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #833 holding.
  • Hughes Financial Services first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Stifel position peaked at $1.63K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.