Private Advisor Group’s Stifel SF Stock Holding History

Private Advisor 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	$560K	Sell	8,021 -123	-2%	-$9.17K	﹤0.01%	1718
2026 Q1	$602K	Sell	8,144 -3,897	-32%	-$309K	﹤0.01%	1741
2025 Q4	$1.01M	Buy	12,041 +2,517	+26%	+$201K	﹤0.01%	1406
2025 Q3	$720K	Buy	9,524 +6	+0.1%	+$449	﹤0.01%	1563
2025 Q2	$658K	Buy	+9,518	New	+$585K	﹤0.01%	1537
2025 Q1	–	Sell	-4,085	Closed	-$289K	–	2404
2024 Q4	$289K	Sell	4,085 -303	-7%	-$21.6K	﹤0.01%	1879
2024 Q3	$275K	Buy	4,388 +21	+0.5%	+$1.2K	﹤0.01%	2004
2024 Q2	$245K	Buy	4,367 +84	+2%	+$4.45K	﹤0.01%	2025
2024 Q1	$223K	Buy	+4,283	New	+$211K	﹤0.01%	2047
2022 Q1	–	Sell	-4,781	Closed	-$224K	–	2261
2021 Q4	$224K	Sell	4,781 -4,630	-49%	-$225K	﹤0.01%	1874
2021 Q3	$426K	Buy	9,411 +4,717	+100%	+$210K	﹤0.01%	1588
2021 Q2	$203K	Sell	4,694 -580	-11%	-$26K	﹤0.01%	1821
2021 Q1	$225K	Buy	+5,274	New	+$206K	﹤0.01%	1682

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

Private Advisor Group's SF Position: Q2 2026 in Review

Private Advisor Group reduced its Stifel (SF) stake by 1.5% in Q2 2026, selling an estimated $9.17K and leaving 8,021 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Private Advisor Group first reported a position in SF in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Private Advisor Group held 8,021 shares of Stifel worth $560K as of Q2 2026.
Private Advisor Group sold 123 Stifel shares in Q2 2026, an estimated $9.17K.
Stifel made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1718 holding.
Private Advisor Group first reported a position in Stifel in Q1 2021 and has held it in 13 quarters since.
Private Advisor Group's Stifel position peaked at $1.01M in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.