JWA
SF

JFS Wealth Advisors’s Stifel SF Stock Holding History

JFS Wealth Advisors’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 		$14.3K Hold
205
– – ﹤0.01% 862
2026
Q1 		$15.2K Buy
205
+7
+4% +$556 ﹤0.01% 811
2025
Q4 		$16.5K Buy
198
+48
+32% +$3.84K ﹤0.01% 806
2025
Q3 		$11.3K Hold
150
– – ﹤0.01% 860
2025
Q2 		$10.4K Buy
150
+12
+9% +$737 ﹤0.01% 855
2025
Q1 		$8.67K Hold
138
– – ﹤0.01% 924
2024
Q4 		$9.76K Hold
138
– – ﹤0.01% 858
2024
Q3 		$8.64K Buy
138
+4
+3% +$228 ﹤0.01% 906
2024
Q2 		$7.49K Hold
134
– – ﹤0.01% 889
2024
Q1 		$6.96K Hold
134
– – ﹤0.01% 955
2023
Q4 		$6.16K Sell
134
-13
-9% -$535 ﹤0.01% 972
2023
Q3 		$6.02K Buy
147
+16
+12% +$674 ﹤0.01% 916
2023
Q2 		$5.19K Hold
131
– – ﹤0.01% 986
2023
Q1 		$5.14K Sell
131
-15
-10% -$631 ﹤0.01% 975
2022
Q4 		$5.66K Sell
146
-12
-8% -$475 ﹤0.01% 944
2022
Q3 		$5K Buy
158
+86
+119% +$3.38K ﹤0.01% 1006
2022
Q2 		$3K Sell
72
-45
-38% -$1.87K ﹤0.01% 1234
2022
Q1 		$5K Buy
117
+67
+134% +$3.22K ﹤0.01% 1064
2021
Q4 		$2K Buy
+50
New +$2.43K ﹤0.01% 1155

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

JFS Wealth Advisors's SF Position: Q2 2026 in Review

JFS Wealth Advisors held its Stifel (SF) position steady in Q2 2026 at 205 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

JFS Wealth Advisors first reported a position in SF in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.5K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • JFS Wealth Advisors held 205 shares of Stifel worth $14.3K as of Q2 2026.
  • JFS Wealth Advisors left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #862 holding.
  • JFS Wealth Advisors first reported a position in Stifel in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Stifel position peaked at $16.5K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.