IWA
SF

Icon Wealth Advisors’s Stifel SF Stock Holding History

Icon Wealth Advisors’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 		$253K Sell
3,629
-30
-0.8% -$2.24K 0.02% 372
2026
Q1 		$283K Hold
3,659
– – 0.02% 330
2025
Q4 		$306K Sell
3,659
-6
-0.2% -$480 0.02% 317
2025
Q3 		$277K Buy
3,665
+2
+0.1% +$150 0.02% 323
2025
Q2 		$253K Hold
3,663
– – 0.02% 333
2025
Q1 		$230K Sell
3,663
-30
-0.8% -$2.12K 0.02% 325
2024
Q4 		$261K Buy
3,693
+150
+4% +$10.7K 0.02% 323
2024
Q3 		$222K Buy
+3,543
New +$202K 0.02% 339
2024
Q2 		– Sell
-3,600
Closed -$188K – 489
2024
Q1 		$188K Buy
3,600
+279
+8% +$13.7K 0.02% 351
2023
Q4 		$153K Buy
+3,321
New +$137K 0.02% 351

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

Icon Wealth Advisors's SF Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Stifel (SF) stake by 0.82% in Q2 2026, selling an estimated $2.24K and leaving 3,629 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #372.

Icon Wealth Advisors first reported a position in SF in Q4 2023 and has held it in 10 quarters since. The position peaked at $306K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Icon Wealth Advisors held 3,629 shares of Stifel worth $253K as of Q2 2026.
  • Icon Wealth Advisors sold 30 Stifel shares in Q2 2026, an estimated $2.24K.
  • Stifel made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Icon Wealth Advisors first reported a position in Stifel in Q4 2023 and has held it in 10 quarters since.
  • Icon Wealth Advisors's Stifel position peaked at $306K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.