Moisand Fitzgerald Tamayo’s Stifel SF Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.58K	Hold	37	–	–	﹤0.01%	483
2026 Q1	$2.74K	Sell	37 -1	-3%	-$79	﹤0.01%	454
2025 Q4	$3.13K	Hold	38	–	–	﹤0.01%	447
2025 Q3	$2.84K	Hold	38	–	–	﹤0.01%	481
2025 Q2	$2.6K	Hold	38	–	–	﹤0.01%	483
2025 Q1	$2.36K	Hold	38	–	–	﹤0.01%	491
2024 Q4	$2.65K	Hold	38	–	–	﹤0.01%	491
2024 Q3	$2.35K	Hold	38	–	–	﹤0.01%	515
2024 Q2	$2.1K	Hold	38	–	–	﹤0.01%	496
2024 Q1	$1.96K	Hold	38	–	–	﹤0.01%	492
2023 Q4	$1.73K	Hold	38	–	–	﹤0.01%	558
2023 Q3	$1.54K	Hold	38	–	–	﹤0.01%	601
2023 Q2	$1.49K	Hold	38	–	–	﹤0.01%	597
2023 Q1	$1.48K	Hold	38	–	–	﹤0.01%	610
2022 Q4	$1.46K	Buy	+38	New	+$1.5K	﹤0.01%	612

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Stifel (SF) position steady in Q2 2026 at 37 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Moisand Fitzgerald Tamayo first reported a position in SF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.13K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Moisand Fitzgerald Tamayo held 37 shares of Stifel worth $2.58K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #483 holding.
Moisand Fitzgerald Tamayo first reported a position in Stifel in Q4 2022 and has held it in 15 quarters since.
Moisand Fitzgerald Tamayo's Stifel position peaked at $3.13K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.