NewEdge Advisors’s Stifel SF Stock Holding History

NewEdge 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	$1.26M	Buy	18,061 +321	+2%	+$23.9K	﹤0.01%	1512
2026 Q1	$1.31M	Buy	17,740 +2,092	+13%	+$166K	﹤0.01%	1341
2025 Q4	$1.31M	Buy	15,648 +2,856	+22%	+$228K	﹤0.01%	1323
2025 Q3	$968K	Buy	12,792 +9,199	+256%	+$689K	﹤0.01%	1415
2025 Q2	$249K	Sell	3,593 -417	-10%	-$25.6K	﹤0.01%	2115
2025 Q1	$252K	Buy	4,010 +221	+6%	+$15.6K	﹤0.01%	1995
2024 Q4	$268K	Buy	3,789 +240	+7%	+$17.1K	﹤0.01%	1940
2024 Q3	$222K	Buy	3,549 +3,246	+1,071%	+$185K	﹤0.01%	1954
2024 Q2	$17K	Sell	303 -483	-61%	-$25.6K	﹤0.01%	2675
2024 Q1	$41K	Sell	786 -521	-40%	-$25.7K	﹤0.01%	2378
2023 Q4	$60.3K	Buy	1,307 +828	+173%	+$34K	﹤0.01%	2164
2023 Q3	$19.6K	Buy	479 +351	+274%	+$14.8K	﹤0.01%	2391
2023 Q2	$5.07K	Buy	128 +53	+71%	+$2.07K	﹤0.01%	2810
2023 Q1	$2.96K	Sell	75 -128	-63%	-$5.38K	﹤0.01%	2938
2022 Q4	$4.96K	Buy	+203	New	+$8.03K	﹤0.01%	2595
2017 Q3	–	Sell	-90	Closed	-$1.87K	–	991
2017 Q2	$1.87K	Buy	+90	New	+$1.85K	﹤0.01%	1315

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

NewEdge Advisors's SF Position: Q2 2026 in Review

NewEdge Advisors increased its Stifel (SF) stake by 1.8% in Q2 2026, buying an estimated $23.9K and bringing the position to 18,061 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

NewEdge Advisors first reported a position in SF in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.31M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

NewEdge Advisors held 18,061 shares of Stifel worth $1.26M as of Q2 2026.
NewEdge Advisors bought 321 Stifel shares in Q2 2026, an estimated $23.9K.
Stifel made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1512 holding.
NewEdge Advisors first reported a position in Stifel in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's Stifel position peaked at $1.31M in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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