Private Wealth Management Group’s Stifel SF Stock Holding History

Private 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	$4.05K	Hold	58	–	–	﹤0.01%	928
2026 Q1	$4.29K	Sell	58 -1	-2%	-$79	﹤0.01%	830
2025 Q4	$4.88K	Hold	59	–	–	﹤0.01%	783
2025 Q3	$4.43K	Hold	59	–	–	﹤0.01%	838
2025 Q2	$4.05K	Hold	59	–	–	﹤0.01%	841
2025 Q1	$3.68K	Hold	59	–	–	﹤0.01%	849
2024 Q4	$4.14K	Hold	59	–	–	﹤0.01%	821
2024 Q3	$3.66K	Hold	59	–	–	﹤0.01%	851
2024 Q2	$3.28K	Hold	59	–	–	﹤0.01%	878
2024 Q1	$3.05K	Hold	59	–	–	﹤0.01%	802
2023 Q4	$2.7K	Buy	+59	New	+$2.43K	﹤0.01%	848

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

Private Wealth Management Group held its Stifel (SF) position steady in Q2 2026 at 58 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Private Wealth Management Group first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.88K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Private Wealth Management Group held 58 shares of Stifel worth $4.05K as of Q2 2026.
Private Wealth Management Group left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #928 holding.
Private Wealth Management Group first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Stifel position peaked at $4.88K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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