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 Q2	–	Sell	-5,471	Closed	-$404K	–	558
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 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 $3.38T AUM 44.17% 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

Parcion Private Wealth's SF Position: Q2 2026 in Review

Parcion Private Wealth sold out of Stifel (SF) in Q2 2026, closing a stake of 5,471 shares — an estimated $404K sold.

Parcion Private Wealth first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $404K in Q1 2026. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Parcion Private Wealth reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Parcion Private Wealth sold 5,471 Stifel shares in Q2 2026, an estimated $404K.
Parcion Private Wealth first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
Parcion Private Wealth's Stifel position peaked at $404K in Q1 2026.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.