Investors Portfolio Services’s Stifel SF Stock Holding History

Investors Portfolio Services’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	–	Sell	-17	Closed	-$1.41K	–	751
2025 Q4	$1.41K	Buy	+17	New	+$1.36K	﹤0.01%	242

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Investors Portfolio Services's SF Position: Q1 2026 in Review

Investors Portfolio Services sold out of Stifel (SF) in Q1 2026, closing a stake of 17 shares — an estimated $1.41K sold.

Investors Portfolio Services first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $1.41K in Q4 2025. 633 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Investors Portfolio Services reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Investors Portfolio Services sold 17 Stifel shares in Q1 2026, an estimated $1.41K.
Investors Portfolio Services first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
Investors Portfolio Services's Stifel position peaked at $1.41K in Q4 2025.
633 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Investors Portfolio Services's 13F filing for Q1 2026, filed 14 May 2026.