KWM
SF

Kingsview Wealth Management’s Stifel SF Stock Holding History

Kingsview 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
Q2 		$4.38M Sell
62,766
-25,235
-29% -$1.88M 0.05% 333
2026
Q1 		$6.51M Buy
88,001
+45,137
+105% +$3.58M 0.09% 240
2025
Q4 		$3.58M Buy
+42,864
New +$3.43M 0.05% 344
2025
Q1 		– Sell
-3,984
Closed -$282K – 1175
2024
Q4 		$282K Sell
3,984
-396
-9% -$28.3K 0.01% 926
2024
Q3 		$274K Buy
+4,380
New +$250K 0.01% 915

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

Kingsview Wealth Management's SF Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Stifel (SF) stake by 29% in Q2 2026, selling an estimated $1.88M and leaving 62,766 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #333.

Kingsview Wealth Management first reported a position in SF in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.51M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Kingsview Wealth Management held 62,766 shares of Stifel worth $4.38M as of Q2 2026.
  • Kingsview Wealth Management sold 25,235 Stifel shares in Q2 2026, an estimated $1.88M.
  • Stifel made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Kingsview Wealth Management first reported a position in Stifel in Q3 2024 and has held it in 5 quarters since.
  • Kingsview Wealth Management's Stifel position peaked at $6.51M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.