Physician Wealth Advisors’s Stifel SF Stock Holding History

Physician Wealth Advisors’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	$1.26K	Sell	18 -37	-67%	-$2.76K	﹤0.01%	1729
2026 Q1	$4.07K	Sell	55 -7	-11%	-$556	﹤0.01%	1078
2025 Q4	$5.13K	Buy	62 +30	+94%	+$2.4K	﹤0.01%	964
2025 Q3	$2.38K	Buy	32 +23	+256%	+$1.72K	﹤0.01%	1146
2025 Q2	$623	Buy	+9	New	+$553	﹤0.01%	1650

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

Physician Wealth Advisors's SF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Stifel (SF) stake by 67% in Q2 2026, selling an estimated $2.76K and leaving 18 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Physician Wealth Advisors first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.13K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Physician Wealth Advisors held 18 shares of Stifel worth $1.26K as of Q2 2026.
Physician Wealth Advisors sold 37 Stifel shares in Q2 2026, an estimated $2.76K.
Stifel made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1729 holding.
Physician Wealth Advisors first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Stifel position peaked at $5.13K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.