KFAS
SF

Keating Financial Advisory Services’s Stifel SF Stock Holding History

Keating Financial Advisory Services’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 		$34.9K Buy
500
+143
+40% +$10.7K ﹤0.01% 787
2026
Q1 		$26.4K Sell
357
-9
-2% -$715 ﹤0.01% 797
2025
Q4 		$30.6K Buy
+366
New +$29.3K ﹤0.01% 789

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

Keating Financial Advisory Services's SF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Stifel (SF) stake by 40% in Q2 2026, buying an estimated $10.7K and bringing the position to 500 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Keating Financial Advisory Services first reported a position in SF in Q4 2025 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Keating Financial Advisory Services held 500 shares of Stifel worth $34.9K as of Q2 2026.
  • Keating Financial Advisory Services bought 143 Stifel shares in Q2 2026, an estimated $10.7K.
  • Stifel made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #787 holding.
  • Keating Financial Advisory Services first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.