PWA
SF

Provenance Wealth Advisors’s Stifel SF Stock Holding History

Provenance 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
2025
Q2 		– Sell
-21
Closed -$1.32K – 526
2025
Q1 		$1.32K Hold
21
– – ﹤0.01% 443
2024
Q4 		$1.49K Hold
21
– – ﹤0.01% 462
2024
Q3 		$1.31K Hold
21
– – ﹤0.01% 507
2024
Q2 		$1.18K Hold
21
– – ﹤0.01% 429
2024
Q1 		$1.09K Hold
21
– – ﹤0.01% 469
2023
Q4 		$968 Hold
21
– – ﹤0.01% 530
2023
Q3 		$860 Buy
+21
New +$884 ﹤0.01% 423

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Provenance Wealth Advisors's SF Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Stifel (SF) in Q2 2025, closing a stake of 21 shares — an estimated $1.32K sold.

Provenance Wealth Advisors first reported a position in SF in Q3 2023 and held it in 7 quarters. The position peaked at $1.49K in Q4 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 21 Stifel shares in Q2 2025, an estimated $1.32K.
  • Provenance Wealth Advisors first reported a position in Stifel in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Stifel position peaked at $1.49K in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.