JTWM
SF

Jackson Thornton Wealth Management’s Stifel SF Stock Holding History

Jackson Thornton Wealth Management’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 		$283K Buy
3,659
+371
+11% +$29.5K 0.03% 199
2025
Q4 		$292K Buy
+3,288
New +$263K 0.03% 200

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

Jackson Thornton Wealth Management's SF Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Stifel (SF) stake by 11% in Q1 2026, buying an estimated $29.5K and bringing the position to 3,659 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #199.

Jackson Thornton Wealth Management first reported a position in SF in Q4 2025 and has held it in 2 quarters since. The position peaked at $292K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Jackson Thornton Wealth Management held 3,659 shares of Stifel worth $283K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 371 Stifel shares in Q1 2026, an estimated $29.5K.
  • Stifel made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Jackson Thornton Wealth Management first reported a position in Stifel in Q4 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Stifel position peaked at $292K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.