KPWS
SF

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
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 $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 Private Wealth Services's SF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Stifel (SF) stake by 2.7% in Q1 2026, selling an estimated $8.42K and leaving 3,892 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Kestra Private Wealth Services first reported a position in SF in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Kestra Private Wealth Services held 3,892 shares of Stifel worth $288K as of Q1 2026.
  • Kestra Private Wealth Services sold 106 Stifel shares in Q1 2026, an estimated $8.42K.
  • Stifel made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1471 holding.
  • Kestra Private Wealth Services first reported a position in Stifel in Q3 2024 and has held it in 7 quarters since.
  • Kestra Private Wealth Services's Stifel position peaked at $334K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.