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Kestra Private Wealth Services’s Stifel SF Stock Holding History

Kestra Private Wealth 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 		$272K Buy
3,894
+2
+0.1% +$149 ﹤0.01% 1550
2026
Q1 		$288K Sell
3,892
-106
-3% -$8.42K ﹤0.01% 1471
2025
Q4 		$334K Sell
3,998
-147
-4% -$11.7K ﹤0.01% 1369
2025
Q3 		$314K Sell
4,145
-93
-2% -$6.96K ﹤0.01% 1339
2025
Q2 		$293K Buy
4,238
+482
+13% +$29.6K ﹤0.01% 1293
2025
Q1 		$236K Buy
3,756
+322
+9% +$22.7K ﹤0.01% 1306
2024
Q4 		$243K Sell
3,434
-18
-0.5% -$1.28K ﹤0.01% 1222
2024
Q3 		$216K Buy
+3,452
New +$197K ﹤0.01% 1234

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's SF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Stifel (SF) stake by 0.05% in Q2 2026, buying an estimated $149 and bringing the position to 3,894 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Kestra Private Wealth Services first reported a position in SF in Q3 2024 and has held it in 8 quarters since. The position peaked at $334K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Kestra Private Wealth Services held 3,894 shares of Stifel worth $272K as of Q2 2026.
  • Kestra Private Wealth Services bought 2 Stifel shares in Q2 2026, an estimated $149.
  • Stifel made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1550 holding.
  • Kestra Private Wealth Services first reported a position in Stifel in Q3 2024 and has held it in 8 quarters since.
  • Kestra Private Wealth Services's Stifel position peaked at $334K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.