Meriwether Wealth & Planning’s Stifel SF Stock Holding History

Meriwether Wealth & Planning’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 Q3	$2.45K	Buy	+35	New	+$2.76K	﹤0.01%	613

Other funds holding SF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Meriwether Wealth & Planning's SF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Stifel (SF) in Q3 2026: 35 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings.

166 funds tracked by Wall St. Rank hold SF as of Q3 2026.

Meriwether Wealth & Planning held 35 shares of Stifel worth $2.45K as of Q3 2026.
Stifel was a new Meriwether Wealth & Planning position in Q3 2026.
Stifel made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #613 holding.
166 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.