NewEdge Wealth’s Stifel SF Stock Holding History

NewEdge Wealth’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	$382K	Buy	5,471 +2,391	+78%	+$178K	﹤0.01%	947
2026 Q1	$228K	Buy	3,080 +230	+8%	+$18.3K	﹤0.01%	1049
2025 Q4	$238K	Buy	+2,850	New	+$228K	﹤0.01%	1104

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 Wealth's SF Position: Q2 2026 in Review

NewEdge Wealth increased its Stifel (SF) stake by 78% in Q2 2026, buying an estimated $178K and bringing the position to 5,471 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

NewEdge Wealth first reported a position in SF in Q4 2025 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

NewEdge Wealth held 5,471 shares of Stifel worth $382K as of Q2 2026.
NewEdge Wealth bought 2,391 Stifel shares in Q2 2026, an estimated $178K.
Stifel made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #947 holding.
NewEdge Wealth first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.