MBL Wealth
SF icon

MBL Wealth’s Stifel SF Stock Holding History

MBL Wealth’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
Q3 		$287K Buy
+4,092
New +$323K 0.02% 487

Other funds holding SF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MBL Wealth's SF Position: Q3 2026 in Review

MBL Wealth opened a new position in Stifel (SF) in Q3 2026: 4,092 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings.

443 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • MBL Wealth held 4,092 shares of Stifel worth $287K as of Q3 2026.
  • Stifel was a new MBL Wealth position in Q3 2026.
  • Stifel made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #487 holding.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.