LWL
SF

Leo Wealth LLC’s Stifel SF Stock Holding History

Leo Wealth LLC’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
-2,727
Closed -$228K – 475
2025
Q4 		$228K Buy
+2,727
New +$218K 0.02% 388

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Leo Wealth LLC's SF Position: Q1 2026 in Review

Leo Wealth LLC sold out of Stifel (SF) in Q1 2026, closing a stake of 2,727 shares — an estimated $228K sold.

Leo Wealth LLC first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Leo Wealth LLC reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 2,727 Stifel shares in Q1 2026, an estimated $228K.
  • Leo Wealth LLC first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
  • Leo Wealth LLC's Stifel position peaked at $228K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.