MYIA
SF

Mount Yale Investment Advisors’s Stifel SF Stock Holding History

Mount Yale Investment Advisors’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 		$269K Buy
3,861
+100
+3% +$7.46K 0.01% 1023
2026
Q1 		$278K Buy
+3,761
New +$299K 0.01% 923
2025
Q4 		– Sell
-3,950
Closed -$299K – 787
2025
Q3 		$299K Buy
3,950
+2,433
+160% +$182K 0.02% 523
2025
Q2 		$105K Buy
+1,517
New +$93.2K 0.01% 648
2018
Q4 		– Sell
-5,506
Closed -$121K – 691
2018
Q3 		$121K Buy
5,506
+1,060
+24% +$25.5K 0.02% 381
2018
Q2 		$103K Hold
4,446
– – 0.02% 449
2018
Q1 		$117K Buy
+4,446
New +$126K 0.03% 404

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

Mount Yale Investment Advisors's SF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Stifel (SF) stake by 2.7% in Q2 2026, buying an estimated $7.46K and bringing the position to 3,861 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1023.

Mount Yale Investment Advisors first reported a position in SF in Q1 2018 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Mount Yale Investment Advisors held 3,861 shares of Stifel worth $269K as of Q2 2026.
  • Mount Yale Investment Advisors bought 100 Stifel shares in Q2 2026, an estimated $7.46K.
  • Stifel made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1023 holding.
  • Mount Yale Investment Advisors first reported a position in Stifel in Q1 2018 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's Stifel position peaked at $299K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.