PMFA
SF

Plante Moran Financial Advisors’s Stifel SF Stock Holding History

Plante Moran Financial 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 		$4.19K Buy
60
+6
+11% +$447 ﹤0.01% 663
2026
Q1 		$3.99K Hold
54
– – ﹤0.01% 587
2025
Q4 		$4.51K Hold
54
– – ﹤0.01% 646
2025
Q3 		$4.08K Buy
+54
New +$4.04K ﹤0.01% 623

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

Plante Moran Financial Advisors's SF Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Stifel (SF) stake by 11% in Q2 2026, buying an estimated $447 and bringing the position to 60 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Plante Moran Financial Advisors first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.51K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Plante Moran Financial Advisors held 60 shares of Stifel worth $4.19K as of Q2 2026.
  • Plante Moran Financial Advisors bought 6 Stifel shares in Q2 2026, an estimated $447.
  • Stifel made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #663 holding.
  • Plante Moran Financial Advisors first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Stifel position peaked at $4.51K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.