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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Measured Wealth Private Client Group's SF Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Stifel (SF) stake by 71% in Q1 2026, selling an estimated $54.2K and leaving 274 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #471.

Measured Wealth Private Client Group first reported a position in SF in Q3 2018 and has held it in 8 quarters since. The position peaked at $735K in Q1 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Measured Wealth Private Client Group held 274 shares of Stifel worth $20.3K as of Q1 2026.
Measured Wealth Private Client Group sold 682 Stifel shares in Q1 2026, an estimated $54.2K.
Stifel made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #471 holding.
Measured Wealth Private Client Group first reported a position in Stifel in Q3 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Stifel position peaked at $735K in Q1 2025.
630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.