Journey Strategic Wealth’s Stifel SF Stock Holding History

Journey Strategic Wealth’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	$437K	Buy	5,910 +960	+19%	+$76.2K	0.01%	385
2025 Q4	$413K	Buy	4,950 +523	+12%	+$41.8K	0.01%	366
2025 Q3	$335K	Buy	4,427 +92	+2%	+$6.89K	0.01%	436
2025 Q2	$300K	Sell	4,335 -26	-0.6%	-$1.6K	0.01%	433
2025 Q1	$274K	Buy	4,361 +176	+4%	+$12.4K	0.01%	362
2024 Q4	$296K	Buy	4,185 +10	+0.2%	+$714	0.01%	334
2024 Q3	$261K	Buy	4,175 +5	+0.1%	+$285	0.01%	377
2024 Q2	$234K	Buy	+4,170	New	+$221K	0.01%	321
2022 Q2	–	Sell	-6,108	Closed	-$277K	–	199
2022 Q1	$277K	Buy	6,108 +1,720	+39%	+$82.6K	0.03%	108
2021 Q4	$206K	Buy	+4,388	New	+$213K	0.02%	188

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Journey Strategic Wealth's SF Position: Q1 2026 in Review

Journey Strategic Wealth increased its Stifel (SF) stake by 19% in Q1 2026, buying an estimated $76.2K and bringing the position to 5,910 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #385.

Journey Strategic Wealth first reported a position in SF in Q4 2021 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Journey Strategic Wealth held 5,910 shares of Stifel worth $437K as of Q1 2026.
Journey Strategic Wealth bought 960 Stifel shares in Q1 2026, an estimated $76.2K.
Stifel made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #385 holding.
Journey Strategic Wealth first reported a position in Stifel in Q4 2021 and has held it in 10 quarters since.
631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.