JWM
SF

JPL Wealth Management’s Stifel SF Stock Holding History

JPL 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 		$23.7K Buy
+320
New +$25.4K 0.01% 366
2025
Q4 		– Sell
-210
Closed -$15.9K – 946
2025
Q3 		$15.9K Buy
+210
New +$15.7K ﹤0.01% 451

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

JPL Wealth Management's SF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Stifel (SF) in Q1 2026: 320 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SF as recently as Q3 2025.

JPL Wealth Management first reported a position in SF in Q3 2025 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • JPL Wealth Management held 320 shares of Stifel worth $23.7K as of Q1 2026.
  • Stifel was a new JPL Wealth Management position in Q1 2026.
  • Stifel made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #366 holding.
  • JPL Wealth Management first reported a position in Stifel in Q3 2025 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.