PWA
SF

Principia Wealth Advisory’s Stifel SF Stock Holding History

Principia Wealth Advisory’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 		$1.33K Hold
19
– – ﹤0.01% 703
2026
Q1 		$1.4K Buy
19
+1
+6% +$79 ﹤0.01% 615
2025
Q4 		$1.5K Sell
18
-2
-10% -$160 ﹤0.01% 548
2025
Q3 		$1.48K Buy
20
+3
+18% +$225 ﹤0.01% 513
2025
Q2 		$1.14K Buy
+17
New +$1.04K ﹤0.01% 526
2025
Q1 		– Sell
-3
Closed -$212 – 905
2024
Q4 		$212 Buy
+3
New +$214 ﹤0.01% 726

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

Principia Wealth Advisory's SF Position: Q2 2026 in Review

Principia Wealth Advisory held its Stifel (SF) position steady in Q2 2026 at 19 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Principia Wealth Advisory first reported a position in SF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Principia Wealth Advisory held 19 shares of Stifel worth $1.33K as of Q2 2026.
  • Principia Wealth Advisory left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #703 holding.
  • Principia Wealth Advisory first reported a position in Stifel in Q4 2024 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Stifel position peaked at $1.5K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.