IAN
SF

Integrated Advisors Network’s Stifel SF Stock Holding History

Integrated Advisors Network’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 		$306K Buy
+4,389
New +$327K 0.01% 560
2026
Q1 		– Sell
-4,061
Closed -$339K – 773
2025
Q4 		$339K Sell
4,061
-58
-1% -$4.63K 0.02% 562
2025
Q3 		$312K Sell
4,119
-47
-1% -$3.52K 0.01% 615
2025
Q2 		$288K Buy
4,166
+687
+20% +$42.2K 0.01% 630
2025
Q1 		$219K Sell
3,479
-64,462
-95% -$4.54M 0.01% 668
2024
Q4 		$4.8M Sell
67,941
-4,628
-6% -$330K 0.23% 109
2024
Q3 		$4.54M Sell
72,569
-3,811
-5% -$217K 0.21% 120
2024
Q2 		$4.28M Sell
76,380
-962
-1% -$51K 0.22% 118
2024
Q1 		$4.03M Sell
77,342
-753
-1% -$37.1K 0.2% 135
2023
Q4 		$3.6M Buy
+78,095
New +$3.21M 0.2% 142

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

Integrated Advisors Network's SF Position: Q2 2026 in Review

Integrated Advisors Network opened a new position in Stifel (SF) in Q2 2026: 4,389 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Integrated Advisors Network previously reported a position in SF as recently as Q4 2025.

Integrated Advisors Network first reported a position in SF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.8M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Integrated Advisors Network held 4,389 shares of Stifel worth $306K as of Q2 2026.
  • Stifel was a new Integrated Advisors Network position in Q2 2026.
  • Stifel made up 0.01% of Integrated Advisors Network's portfolio in Q2 2026, its #560 holding.
  • Integrated Advisors Network first reported a position in Stifel in Q4 2023 and has held it in 10 quarters since.
  • Integrated Advisors Network's Stifel position peaked at $4.8M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.