MFP
SF

Meramec Financial Planners’s Stifel SF Stock Holding History

Meramec Financial Planners’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 		$3.09M Hold
37,533
– – 1.13% 22
2026
Q1 		$3.06M Hold
37,533
– – 1.22% 22
2025
Q4 		$3.27M Buy
+37,533
New +$3M 1.27% 22

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

Meramec Financial Planners's SF Position: Q2 2026 in Review

Meramec Financial Planners held its Stifel (SF) position steady in Q2 2026 at 37,533 shares worth $3.09M. The position accounts for 1.13% of the portfolio, ranked #22.

Meramec Financial Planners first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.27M in Q4 2025. 591 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Meramec Financial Planners held 37,533 shares of Stifel worth $3.09M as of Q2 2026.
  • Meramec Financial Planners left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 1.13% of Meramec Financial Planners's portfolio in Q2 2026, its #22 holding.
  • Meramec Financial Planners first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Stifel position peaked at $3.27M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.