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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
Q3 		$6.58K Hold
94
– – ﹤0.01% 331
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's SF Position: Q3 2026 in Review

Retirement Wealth Solutions held its Stifel (SF) position steady in Q3 2026 at 94 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Retirement Wealth Solutions first reported a position in SF in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.74K in Q3 2025. 20 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Retirement Wealth Solutions held 94 shares of Stifel worth $6.58K as of Q3 2026.
  • Retirement Wealth Solutions left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #331 holding.
  • Retirement Wealth Solutions first reported a position in Stifel in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Stifel position peaked at $8.74K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.