RWM
SF

Rialto Wealth Management’s Stifel SF Stock Holding History

Rialto 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 		$2.37K Buy
34
+12
+55% +$895 ﹤0.01% 1058
2026
Q1 		$1.63K Buy
22
+4
+22% +$318 ﹤0.01% 940
2025
Q4 		$1.5K Buy
18
+3
+20% +$240 ﹤0.01% 860
2025
Q3 		$1.14K Buy
15
+4
+36% +$299 ﹤0.01% 887
2025
Q2 		$727 Sell
11
-40
-78% -$2.46K ﹤0.01% 979
2025
Q1 		$3.21K Buy
+51
New +$3.6K ﹤0.01% 476

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

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

Rialto Wealth Management increased its Stifel (SF) stake by 55% in Q2 2026, buying an estimated $895 and bringing the position to 34 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Rialto Wealth Management first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.21K in Q1 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Rialto Wealth Management held 34 shares of Stifel worth $2.37K as of Q2 2026.
  • Rialto Wealth Management bought 12 Stifel shares in Q2 2026, an estimated $895.
  • Stifel made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1058 holding.
  • Rialto Wealth Management first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Stifel position peaked at $3.21K in Q1 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.