MEG
SF

Millstone Evans Group’s Stifel SF Stock Holding History

Millstone Evans 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
Q2 		$5.02K Hold
72
– – ﹤0.01% 678
2026
Q1 		$5.32K Hold
72
– – ﹤0.01% 639
2025
Q4 		$6.01K Hold
72
– – ﹤0.01% 625
2025
Q3 		$5.45K Buy
+72
New +$5.39K ﹤0.01% 621

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millstone Evans Group's SF Position: Q2 2026 in Review

Millstone Evans Group held its Stifel (SF) position steady in Q2 2026 at 72 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Millstone Evans Group first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.01K in Q4 2025. 459 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Millstone Evans Group held 72 shares of Stifel worth $5.02K as of Q2 2026.
  • Millstone Evans Group left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #678 holding.
  • Millstone Evans Group first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Millstone Evans Group's Stifel position peaked at $6.01K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.