Prestige Wealth Management Group’s Stifel SF Stock Holding History

Prestige Wealth Management Group’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	$2.86K	Hold	41	–	–	﹤0.01%	708
2026 Q1	$3.03K	Sell	41 -1	-2%	-$79	﹤0.01%	656
2025 Q4	$3.51K	Hold	42	–	–	﹤0.01%	654
2025 Q3	$3.18K	Hold	42	–	–	﹤0.01%	650
2025 Q2	$2.91K	Hold	42	–	–	﹤0.01%	668
2025 Q1	$2.64K	Hold	42	–	–	﹤0.01%	689
2024 Q4	$2.97K	Hold	42	–	–	﹤0.01%	703
2024 Q3	$2.63K	Hold	42	–	–	﹤0.01%	722
2024 Q2	$2.36K	Hold	42	–	–	﹤0.01%	690
2024 Q1	$2.19K	Hold	42	–	–	﹤0.01%	726
2023 Q4	$1.94K	Hold	42	–	–	﹤0.01%	748
2023 Q3	$1.72K	Hold	42	–	–	﹤0.01%	764
2023 Q2	$1.67K	Hold	42	–	–	﹤0.01%	799
2023 Q1	$1.66K	Hold	42	–	–	﹤0.01%	781
2022 Q4	$1.63K	Hold	42	–	–	﹤0.01%	874
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	910
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	783
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	805
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	829
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	822
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	818
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	814
2020 Q4	$1K	Buy	42 +10	+31%	+$297	﹤0.01%	887
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	834
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	838
2020 Q1	$1K	Buy	+32	New	+$802	﹤0.01%	835

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

Prestige Wealth Management Group's SF Position: Q2 2026 in Review

Prestige Wealth Management Group held its Stifel (SF) position steady in Q2 2026 at 41 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Prestige Wealth Management Group first reported a position in SF in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.51K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Prestige Wealth Management Group held 41 shares of Stifel worth $2.86K as of Q2 2026.
Prestige Wealth Management Group left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #708 holding.
Prestige Wealth Management Group first reported a position in Stifel in Q1 2020 and has held it in 26 quarters since.
Prestige Wealth Management Group's Stifel position peaked at $3.51K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.