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
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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Concepts's SF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Stifel (SF) stake by 208% in Q1 2026, buying an estimated $1.15M and bringing the position to 21,462 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #860.

Integrated Wealth Concepts first reported a position in SF in Q1 2024 and has held it in 9 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Integrated Wealth Concepts held 21,462 shares of Stifel worth $1.59M as of Q1 2026.
  • Integrated Wealth Concepts bought 14,494 Stifel shares in Q1 2026, an estimated $1.15M.
  • Stifel made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #860 holding.
  • Integrated Wealth Concepts first reported a position in Stifel in Q1 2024 and has held it in 9 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.