IPW
SF

Impact Partnership Wealth’s Stifel SF Stock Holding History

Impact Partnership Wealth’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 		– Sell
-10,558
Closed -$780K – 490
2026
Q1 		$780K Buy
+10,558
New +$838K 0.1% 142
2024
Q2 		– Sell
-8
Closed -$394 – 597
2024
Q1 		$394 Sell
8
-2,086
-100% -$103K ﹤0.01% 661
2023
Q4 		$96.5K Sell
2,094
-773
-27% -$31.8K 0.04% 257
2023
Q3 		$117K Buy
+2,867
New +$121K 0.04% 291

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

Impact Partnership Wealth's SF Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Stifel (SF) in Q2 2026, closing a stake of 10,558 shares — an estimated $780K sold.

Impact Partnership Wealth first reported a position in SF in Q3 2023 and held it in 4 quarters. The position peaked at $780K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,558 Stifel shares in Q2 2026, an estimated $780K.
  • Impact Partnership Wealth first reported a position in Stifel in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Stifel position peaked at $780K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.