KAS
SF

Kestra Advisory Services’s Stifel SF Stock Holding History

Kestra 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
Q1 		– Sell
-3,569
Closed -$298K – 4198
2025
Q4 		$298K Sell
3,569
-169
-5% -$13.5K ﹤0.01% 2546
2025
Q3 		$283K Hold
3,738
– – ﹤0.01% 2497
2025
Q2 		$259K Sell
3,738
-35
-0.9% -$2.15K ﹤0.01% 2467
2025
Q1 		$237K Sell
3,773
-907
-19% -$63.9K ﹤0.01% 2353
2024
Q4 		$331K Sell
4,680
-216
-4% -$15.4K ﹤0.01% 2155
2024
Q3 		$307K Buy
4,896
+81
+2% +$4.62K ﹤0.01% 2071
2024
Q2 		$270K Sell
4,815
-657
-12% -$34.8K ﹤0.01% 2182
2024
Q1 		$285K Buy
5,472
+724
+15% +$35.6K ﹤0.01% 2025
2023
Q4 		$219K Sell
4,748
-208
-4% -$8.55K ﹤0.01% 2050
2023
Q3 		$203K Buy
+4,956
New +$209K ﹤0.01% 1921
2023
Q1 		– Sell
-9,917
Closed -$386K – 2284
2022
Q4 		$386K Buy
9,917
+1,934
+24% +$76.5K ﹤0.01% 1565
2022
Q3 		$276K Buy
7,983
+979
+14% +$38.5K ﹤0.01% 1643
2022
Q2 		$262K Buy
7,004
+2,304
+49% +$95.7K ﹤0.01% 1713
2022
Q1 		$213K Buy
4,700
+98
+2% +$4.71K ﹤0.01% 1812
2021
Q4 		$216K Sell
4,602
-138
-3% -$6.7K ﹤0.01% 1833
2021
Q3 		$215K Sell
4,740
-186
-4% -$8.29K ﹤0.01% 1936
2021
Q2 		$213K Sell
4,926
-150
-3% -$6.73K ﹤0.01% 1829
2021
Q1 		$217K Buy
+5,076
New +$198K ﹤0.01% 1682

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

Kestra Advisory Services's SF Position: Q1 2026 in Review

Kestra Advisory Services sold out of Stifel (SF) in Q1 2026, closing a stake of 3,569 shares — an estimated $298K sold.

Kestra Advisory Services first reported a position in SF in Q1 2021 and held it in 18 quarters. The position peaked at $386K in Q4 2022. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Kestra Advisory Services reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,569 Stifel shares in Q1 2026, an estimated $298K.
  • Kestra Advisory Services first reported a position in Stifel in Q1 2021 and held it in 18 quarters.
  • Kestra Advisory Services's Stifel position peaked at $386K in Q4 2022.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.