PWM
SF

Perigon Wealth Management’s Stifel SF Stock Holding History

Perigon 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
2026
Q2 		$369K Sell
5,284
-852
-14% -$63.5K 0.01% 1021
2026
Q1 		$454K Sell
6,136
-1,279
-17% -$102K 0.01% 847
2025
Q4 		$619K Buy
7,415
+1,082
+17% +$86.5K 0.01% 695
2025
Q3 		$479K Buy
6,333
+1,078
+21% +$80.7K 0.01% 762
2025
Q2 		$364K Sell
5,255
-49
-0.9% -$3.01K 0.01% 780
2025
Q1 		$333K Buy
5,304
+7
+0.1% +$493 0.01% 771
2024
Q4 		$395K Buy
5,297
+230
+5% +$16.4K 0.01% 716
2024
Q3 		$317K Sell
5,067
-99
-2% -$5.65K 0.01% 769
2024
Q2 		$290K Buy
5,166
+718
+16% +$38K 0.01% 701
2024
Q1 		$232K Buy
+4,448
New +$219K 0.01% 755
2023
Q2 		– Sell
-5,358
Closed -$211K – 803
2023
Q1 		$211K Sell
5,358
-1,706
-24% -$71.7K 0.01% 655
2022
Q4 		$275K Buy
+7,064
New +$279K 0.02% 559

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Perigon Wealth Management's SF Position: Q2 2026 in Review

Perigon Wealth Management reduced its Stifel (SF) stake by 14% in Q2 2026, selling an estimated $63.5K and leaving 5,284 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1021.

Perigon Wealth Management first reported a position in SF in Q4 2022 and has held it in 12 quarters since. The position peaked at $619K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Perigon Wealth Management held 5,284 shares of Stifel worth $369K as of Q2 2026.
  • Perigon Wealth Management sold 852 Stifel shares in Q2 2026, an estimated $63.5K.
  • Stifel made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1021 holding.
  • Perigon Wealth Management first reported a position in Stifel in Q4 2022 and has held it in 12 quarters since.
  • Perigon Wealth Management's Stifel position peaked at $619K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.