IWP
SF

IAG Wealth Partners’s Stifel SF Stock Holding History

IAG 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
2025
Q4 		– Sell
-522
Closed -$39.5K – 521
2025
Q3 		$39.5K Buy
+522
New +$39.1K ﹤0.01% 236

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IAG Wealth Partners's SF Position: Q4 2025 in Review

IAG Wealth Partners sold out of Stifel (SF) in Q4 2025, closing a stake of 522 shares — an estimated $39.5K sold.

IAG Wealth Partners first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $39.5K in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • IAG Wealth Partners reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 522 Stifel shares in Q4 2025, an estimated $39.5K.
  • IAG Wealth Partners first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
  • IAG Wealth Partners's Stifel position peaked at $39.5K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.