MWM
SF

Moran Wealth Management’s Stifel SF Stock Holding History

Moran Wealth Management’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 		$14.1M Sell
202,225
-2,147
-1% -$160K 0.38% 80
2026
Q1 		$15.1M Sell
204,372
-969
-0.5% -$76.9K 0.46% 67
2025
Q4 		$17.1M Buy
205,341
+5,148
+3% +$411K 0.53% 55
2025
Q3 		$15.1M Buy
200,193
+36,177
+22% +$2.71M 0.46% 69
2025
Q2 		$11.3M Buy
164,016
+1,702
+1% +$105K 0.35% 91
2025
Q1 		$10.2M Buy
+162,314
New +$11.4M 0.34% 94

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

Moran Wealth Management's SF Position: Q2 2026 in Review

Moran Wealth Management reduced its Stifel (SF) stake by 1.1% in Q2 2026, selling an estimated $160K and leaving 202,225 shares worth $14.1M. The position accounts for 0.38% of the portfolio, ranked #80.

Moran Wealth Management first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.1M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Moran Wealth Management held 202,225 shares of Stifel worth $14.1M as of Q2 2026.
  • Moran Wealth Management sold 2,147 Stifel shares in Q2 2026, an estimated $160K.
  • Stifel made up 0.38% of Moran Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Moran Wealth Management first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Moran Wealth Management's Stifel position peaked at $17.1M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.