MAS
SF icon

Meeder Advisory Services’s Stifel SF Stock Holding History

Meeder Advisory Services’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
-6,568
Closed -$486K – 773
2026
Q1 		$486K Sell
6,568
-253
-4% -$20.1K 0.02% 399
2025
Q4 		$569K Sell
6,821
-12
-0.2% -$959 0.02% 372
2025
Q3 		$517K Buy
+6,833
New +$512K 0.02% 384

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's SF Position: Q2 2026 in Review

Meeder Advisory Services sold out of Stifel (SF) in Q2 2026, closing a stake of 6,568 shares — an estimated $486K sold.

Meeder Advisory Services first reported a position in SF in Q3 2025 and held it in 3 quarters. The position peaked at $569K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Meeder Advisory Services reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Meeder Advisory Services sold 6,568 Stifel shares in Q2 2026, an estimated $486K.
  • Meeder Advisory Services first reported a position in Stifel in Q3 2025 and held it in 3 quarters.
  • Meeder Advisory Services's Stifel position peaked at $569K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.