MWA
SF

Medallion Wealth Advisors’s Stifel SF Stock Holding History

Medallion Wealth Advisors’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 		$70 Buy
+1
New +$75 ﹤0.01% 1168

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

Medallion Wealth Advisors's SF Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Stifel (SF) in Q2 2026: 1 share worth $70. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings.

592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Medallion Wealth Advisors held 1 share of Stifel worth $70 as of Q2 2026.
  • Stifel was a new Medallion Wealth Advisors position in Q2 2026.
  • Stifel made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1168 holding.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.