PWPS
SF

Pinnacle Wealth Planning Services’s Stifel SF Stock Holding History

Pinnacle Wealth Planning Services’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 		$19.8K Buy
284
+7
+3% +$522 ﹤0.01% 1789
2026
Q1 		$20.5K Sell
277
-40
-13% -$3.18K ﹤0.01% 1686
2025
Q4 		$26.4K Buy
+317
New +$25.3K ﹤0.01% 1580
2021
Q1 		– Sell
-1,064
Closed -$36K – 1659
2020
Q4 		$36K Buy
+1,064
New +$31.6K 0.01% 937

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

Pinnacle Wealth Planning Services's SF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Stifel (SF) stake by 2.5% in Q2 2026, buying an estimated $522 and bringing the position to 284 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Pinnacle Wealth Planning Services first reported a position in SF in Q4 2020 and has held it in 4 quarters since. The position peaked at $36K in Q4 2020. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 284 shares of Stifel worth $19.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 Stifel shares in Q2 2026, an estimated $522.
  • Stifel made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1789 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stifel in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Stifel position peaked at $36K in Q4 2020.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.