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
Q2 		$17.7K Sell
253
-67
-21% -$5K ﹤0.01% 452
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 $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

JPL Wealth Management's SF Position: Q2 2026 in Review

JPL Wealth Management reduced its Stifel (SF) stake by 21% in Q2 2026, selling an estimated $5K and leaving 253 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

JPL Wealth Management first reported a position in SF in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.7K in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • JPL Wealth Management held 253 shares of Stifel worth $17.7K as of Q2 2026.
  • JPL Wealth Management sold 67 Stifel shares in Q2 2026, an estimated $5K.
  • Stifel made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #452 holding.
  • JPL Wealth Management first reported a position in Stifel in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Stifel position peaked at $23.7K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.