MWPCG
SF

Measured Wealth Private Client Group’s Stifel SF Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-274
Closed -$20.4K – 698
2026
Q1 		$20.3K Sell
274
-682
-71% -$54.2K 0.01% 471
2025
Q4 		$79.8K Sell
956
-909
-49% -$72.6K 0.02% 263
2025
Q3 		$141K Buy
+1,865
New +$140K 0.04% 217
2025
Q2 		– Sell
-11,703
Closed -$735K – 193
2025
Q1 		$735K Buy
11,703
+2,064
+21% +$146K 0.24% 61
2024
Q4 		$682K Buy
9,639
+1,242
+15% +$88.7K 0.22% 59
2024
Q3 		$526K Buy
8,397
+1,849
+28% +$105K 0.18% 71
2024
Q2 		$367K Buy
+6,548
New +$347K 0.13% 125
2018
Q4 		– Sell
-365
Closed -$8K – 589
2018
Q3 		$8K Buy
+365
New +$8.79K ﹤0.01% 651

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

Measured Wealth Private Client Group's SF Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Stifel (SF) in Q2 2026, closing a stake of 274 shares — an estimated $20.4K sold.

Measured Wealth Private Client Group first reported a position in SF in Q3 2018 and held it in 8 quarters. The position peaked at $735K in Q1 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 274 Stifel shares in Q2 2026, an estimated $20.4K.
  • Measured Wealth Private Client Group first reported a position in Stifel in Q3 2018 and held it in 8 quarters.
  • Measured Wealth Private Client Group's Stifel position peaked at $735K in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.