PIWA
SF

Prevail Innovative Wealth Advisors’s Stifel SF Stock Holding History

Prevail Innovative 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 		$340K Buy
4,870
+370
+8% +$27.6K 0.05% 152
2026
Q1 		$333K Buy
+4,500
New +$357K 0.06% 144

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

Prevail Innovative Wealth Advisors's SF Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Stifel (SF) stake by 8.2% in Q2 2026, buying an estimated $27.6K and bringing the position to 4,870 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #152.

Prevail Innovative Wealth Advisors first reported a position in SF in Q1 2026 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 4,870 shares of Stifel worth $340K as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 370 Stifel shares in Q2 2026, an estimated $27.6K.
  • Stifel made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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