IWC
SF

Integrated Wealth Concepts’s Stifel SF Stock Holding History

Integrated Wealth Concepts’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 		$774K Sell
11,097
-10,365
-48% -$773K 0.01% 1380
2026
Q1 		$1.59M Buy
21,462
+14,494
+208% +$1.15M 0.01% 860
2025
Q4 		$582K Buy
6,968
+3,086
+79% +$247K 0.01% 1022
2025
Q3 		$294K Sell
3,882
-332
-8% -$24.9K ﹤0.01% 1647
2025
Q2 		$291K Sell
4,214
-112
-3% -$6.88K ﹤0.01% 1560
2025
Q1 		$272K Buy
4,326
+91
+2% +$6.42K ﹤0.01% 1461
2024
Q4 		$299K Sell
4,235
-160
-4% -$11.4K ﹤0.01% 1363
2024
Q3 		$275K Sell
4,395
-314
-7% -$17.9K ﹤0.01% 1400
2024
Q2 		$264K Buy
4,709
+12
+0.3% +$636 ﹤0.01% 1380
2024
Q1 		$245K Buy
+4,697
New +$231K ﹤0.01% 1428

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 Wealth Concepts's SF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Stifel (SF) stake by 48% in Q2 2026, selling an estimated $773K and leaving 11,097 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #1380.

Integrated Wealth Concepts first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q1 2026. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Integrated Wealth Concepts held 11,097 shares of Stifel worth $774K as of Q2 2026.
  • Integrated Wealth Concepts sold 10,365 Stifel shares in Q2 2026, an estimated $773K.
  • Stifel made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1380 holding.
  • Integrated Wealth Concepts first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Stifel position peaked at $1.59M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.