Keeler & Nadler Financial Planning & Wealth Management’s Stifel SF Stock Holding History

Keeler & Nadler Financial Planning & 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	–	Sell	-2,582	Closed	-$216K	–	85
2025 Q4	$216K	Buy	+2,582	New	+$206K	0.07%	76
2024 Q4	–	Sell	-6,341	Closed	-$397K	–	73
2024 Q3	$397K	Sell	6,341 -375	-6%	-$21.4K	0.19%	48
2024 Q2	$377K	Hold	6,716	–	–	0.21%	47
2024 Q1	$350K	Hold	6,716	–	–	0.21%	46
2023 Q4	$310K	Buy	+6,716	New	+$276K	0.22%	44
2022 Q4	$315K	Buy	+8,105	New	+$321K	0.29%	38
2021 Q4	$380K	Buy	+8,105	New	+$394K	0.35%	34

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 $113B AUM 38.87% 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

Keeler & Nadler Financial Planning & Wealth Management's SF Position: Q1 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Stifel (SF) in Q1 2026, closing a stake of 2,582 shares — an estimated $216K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SF in Q4 2021 and held it in 7 quarters. The position peaked at $397K in Q3 2024. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 2,582 Stifel shares in Q1 2026, an estimated $216K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Stifel in Q4 2021 and held it in 7 quarters.
Keeler & Nadler Financial Planning & Wealth Management's Stifel position peaked at $397K in Q3 2024.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.