RWS
SF

Retirement Wealth Solutions’s Stifel SF Stock Holding History

Retirement Wealth Solutions’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 		$6.54K Sell
94
-10
-10% -$746 ﹤0.01% 295
2026
Q1 		$7.72K Buy
104
+3
+3% +$238 ﹤0.01% 241
2025
Q4 		$8.41K Sell
101
-15
-13% -$1.2K 0.01% 241
2025
Q3 		$8.74K Buy
116
+32
+38% +$2.4K 0.01% 241
2025
Q2 		$5.79K Hold
84
– – ﹤0.01% 282
2025
Q1 		$5.24K Buy
84
+1
+1% +$70 ﹤0.01% 280
2024
Q4 		$5.75K Buy
+83
New +$5.93K ﹤0.01% 276

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

Retirement Wealth Solutions's SF Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Stifel (SF) stake by 9.6% in Q2 2026, selling an estimated $746 and leaving 94 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Retirement Wealth Solutions first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.74K in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Retirement Wealth Solutions held 94 shares of Stifel worth $6.54K as of Q2 2026.
  • Retirement Wealth Solutions sold 10 Stifel shares in Q2 2026, an estimated $746.
  • Stifel made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #295 holding.
  • Retirement Wealth Solutions first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Stifel position peaked at $8.74K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.