LCWP
SF

Legacy Capital Wealth Partners’s Stifel SF Stock Holding History

Legacy Capital Wealth Partners’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 		$332K Buy
4,756
+360
+8% +$26.8K 0.06% 280
2026
Q1 		$325K Buy
4,396
+80
+2% +$6.35K 0.07% 279
2025
Q4 		$360K Sell
4,316
-576
-12% -$46K 0.08% 268
2025
Q3 		$370K Sell
4,892
-975
-17% -$73K 0.08% 266
2025
Q2 		$406K Buy
5,867
+77
+1% +$4.73K 0.09% 244
2025
Q1 		$364K Sell
5,790
-114
-2% -$8.04K 0.09% 247
2024
Q4 		$418K Buy
5,904
+285
+5% +$20.3K 0.1% 207
2024
Q3 		$352K Buy
5,619
+55
+1% +$3.14K 0.07% 252
2024
Q2 		$312K Buy
+5,564
New +$295K 0.08% 237

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

Legacy Capital Wealth Partners's SF Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Stifel (SF) stake by 8.2% in Q2 2026, buying an estimated $26.8K and bringing the position to 4,756 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #280.

Legacy Capital Wealth Partners first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $418K in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,756 shares of Stifel worth $332K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 360 Stifel shares in Q2 2026, an estimated $26.8K.
  • Stifel made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #280 holding.
  • Legacy Capital Wealth Partners first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Legacy Capital Wealth Partners's Stifel position peaked at $418K in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.