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
2025
Q2 		– Sell
-11
Closed -$660 – 1564
2025
Q1 		$660 Buy
+11
New +$775 ﹤0.01% 575

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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. 148 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.
  • 148 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.