Quantum Private Wealth’s Stifel SF Stock Holding History

Quantum Private 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	$1.21M	Sell	17,351 -5,000	-22%	-$373K	0.31%	57
2026 Q1	$1.65M	Sell	22,351 -1	-0%	-$79	0.51%	44
2025 Q4	$1.87M	Hold	22,352	–	–	0.54%	36
2025 Q3	$1.69M	Hold	22,352	–	–	0.49%	43
2025 Q2	$1.55M	Hold	22,352	–	–	0.5%	38
2025 Q1	$1.4M	Hold	22,352	–	–	0.53%	38
2024 Q4	$1.58M	Hold	22,352	–	–	0.51%	39
2024 Q3	$1.4M	Hold	22,352	–	–	0.47%	42
2024 Q2	$1.25M	Sell	22,352 -9,783	-30%	-$518K	0.44%	44
2024 Q1	$1.67M	Hold	32,135	–	–	0.62%	36
2023 Q4	$1.48M	Hold	32,135	–	–	0.62%	34
2023 Q3	$1.32M	Buy	32,135 +26,852	+508%	+$1.13M	0.63%	30
2023 Q2	$210K	Hold	5,283	–	–	0.1%	166
2023 Q1	$208K	Buy	+5,283	New	+$222K	0.11%	170

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

Quantum Private Wealth's SF Position: Q2 2026 in Review

Quantum Private Wealth reduced its Stifel (SF) stake by 22% in Q2 2026, selling an estimated $373K and leaving 17,351 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #57.

Quantum Private Wealth first reported a position in SF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Quantum Private Wealth held 17,351 shares of Stifel worth $1.21M as of Q2 2026.
Quantum Private Wealth sold 5,000 Stifel shares in Q2 2026, an estimated $373K.
Stifel made up 0.31% of Quantum Private Wealth's portfolio in Q2 2026, its #57 holding.
Quantum Private Wealth first reported a position in Stifel in Q1 2023 and has held it in 14 quarters since.
Quantum Private Wealth's Stifel position peaked at $1.87M in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.