PWM
SF

Parkworth Wealth Management’s Stifel SF Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$415 Hold
6
– – ﹤0.01% 696
2025
Q1 		$377 Hold
6
– – ﹤0.01% 504
2024
Q4 		$424 Buy
+6
New +$428 ﹤0.01% 478

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Parkworth Wealth Management's SF Position: Q2 2025 in Review

Parkworth Wealth Management held its Stifel (SF) position steady in Q2 2025 at 6 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Parkworth Wealth Management first reported a position in SF in Q4 2024 and has held it in 3 quarters since. The position peaked at $424 in Q4 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Parkworth Wealth Management held 6 shares of Stifel worth $415 as of Q2 2025.
  • Parkworth Wealth Management left its Stifel share count unchanged in Q2 2025.
  • Stifel made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #696 holding.
  • Parkworth Wealth Management first reported a position in Stifel in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Stifel position peaked at $424 in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.