QTR Family Wealth’s Stifel SF Stock Holding History

QTR Family Wealth’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	–	Sell	-3,749	Closed	-$302K	–	361
2026 Q1	$302K	Buy	3,749 +914	+32%	+$72.6K	0.13%	193
2025 Q4	$237K	Buy	+2,835	New	+$227K	0.1%	231

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

QTR Family Wealth's SF Position: Q2 2026 in Review

QTR Family Wealth sold out of Stifel (SF) in Q2 2026, closing a stake of 3,749 shares — an estimated $302K sold.

QTR Family Wealth first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $302K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

QTR Family Wealth reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
QTR Family Wealth sold 3,749 Stifel shares in Q2 2026, an estimated $302K.
QTR Family Wealth first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
QTR Family Wealth's Stifel position peaked at $302K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.