Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.05K Buy
58
+21
+57% +$1.57K ﹤0.01% 960
2026
Q1
$2.73K Sell
37
-7
-16% -$556 ﹤0.01% 567
2025
Q4
$3.63K Buy
+44
New +$3.52K ﹤0.01% 511

Other funds holding SF

IMA Advisory Services's SF Position: Q2 2026 in Review

IMA Advisory Services increased its Stifel (SF) stake by 57% in Q2 2026, buying an estimated $1.57K and bringing the position to 58 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

IMA Advisory Services first reported a position in SF in Q4 2025 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • IMA Advisory Services held 58 shares of Stifel worth $4.05K as of Q2 2026.
  • IMA Advisory Services bought 21 Stifel shares in Q2 2026, an estimated $1.57K.
  • Stifel made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #960 holding.
  • IMA Advisory Services first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.