Raffa Wealth Management’s Stifel SF Stock Holding History

Raffa 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	$140	Sell	2 -2	-50%	-$149	﹤0.01%	1327
2026 Q1	$296	Buy	+4	New	+$318	﹤0.01%	1124
2017 Q3	–	Sell	-131	Closed	-$2.67K	–	371
2017 Q2	$2.67K	Hold	131	–	–	﹤0.01%	263
2017 Q1	$2.91K	Buy	131 +9	+7%	+$207	﹤0.01%	234
2016 Q4	$2.7K	Sell	122 -9	-7%	-$181	﹤0.01%	256
2016 Q3	$2.23K	Hold	131	–	–	﹤0.01%	270
2016 Q2	$1.82K	Hold	131	–	–	﹤0.01%	280
2016 Q1	$1.72K	Hold	131	–	–	﹤0.01%	287
2015 Q4	$2.46K	Hold	131	–	–	﹤0.01%	253
2015 Q3	$2.44K	Hold	131	–	–	﹤0.01%	262
2015 Q2	$3.35K	Sell	131 -9	-6%	-$222	﹤0.01%	233
2015 Q1	$3.46K	Hold	140	–	–	﹤0.01%	222
2014 Q4	$3.16K	Buy	140 +25	+22%	+$529	﹤0.01%	223
2014 Q3	$2.39K	Buy	115 +43	+60%	+$896	﹤0.01%	240
2014 Q2	$1.51K	Hold	72	–	–	﹤0.01%	231
2014 Q1	$1.59K	Sell	72 -68	-49%	-$1.44K	﹤0.01%	229
2013 Q4	$3.16K	Buy	+140	New	+$2.69K	﹤0.01%	223

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Raffa Wealth Management reduced its Stifel (SF) stake by 50% in Q2 2026, selling an estimated $149 and leaving 2 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Raffa Wealth Management first reported a position in SF in Q4 2013 and has held it in 17 quarters since. The position peaked at $3.46K in Q1 2015. 558 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Raffa Wealth Management held 2 shares of Stifel worth $140 as of Q2 2026.
Raffa Wealth Management sold 2 Stifel shares in Q2 2026, an estimated $149.
Stifel made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1327 holding.
Raffa Wealth Management first reported a position in Stifel in Q4 2013 and has held it in 17 quarters since.
Raffa Wealth Management's Stifel position peaked at $3.46K in Q1 2015.
558 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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