PPW
SF

Parcion Private Wealth’s Stifel SF Stock Holding History

Parcion Private 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
Q1 		$404K Buy
5,471
+1,181
+28% +$93.8K 0.03% 283
2025
Q4 		$358K Buy
+4,290
New +$343K 0.02% 290

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parcion Private Wealth's SF Position: Q1 2026 in Review

Parcion Private Wealth increased its Stifel (SF) stake by 28% in Q1 2026, buying an estimated $93.8K and bringing the position to 5,471 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #283.

Parcion Private Wealth first reported a position in SF in Q4 2025 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Parcion Private Wealth held 5,471 shares of Stifel worth $404K as of Q1 2026.
  • Parcion Private Wealth bought 1,181 Stifel shares in Q1 2026, an estimated $93.8K.
  • Stifel made up 0.03% of Parcion Private Wealth's portfolio in Q1 2026, its #283 holding.
  • Parcion Private Wealth first reported a position in Stifel in Q4 2025 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.