QWM
SF

Quaker Wealth Management’s Stifel SF Stock Holding History

Quaker Wealth Management’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 		$70 Sell
1
-3
-75% -$224 ﹤0.01% 948
2026
Q1 		$296 Buy
4
+1
+33% +$79 ﹤0.01% 819
2025
Q4 		$251 Buy
+3
New +$240 ﹤0.01% 851

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

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

Quaker Wealth Management reduced its Stifel (SF) stake by 75% in Q2 2026, selling an estimated $224 and leaving 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Quaker Wealth Management first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $296 in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Quaker Wealth Management held 1 share of Stifel worth $70 as of Q2 2026.
  • Quaker Wealth Management sold 3 Stifel shares in Q2 2026, an estimated $224.
  • Stifel made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #948 holding.
  • Quaker Wealth Management first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Quaker Wealth Management's Stifel position peaked at $296 in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.