RWM
SF

Ritholtz Wealth Management’s Stifel SF Stock Holding History

Ritholtz 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 		$447K Buy
6,409
+1,329
+26% +$99.1K 0.01% 899
2026
Q1 		$376K Buy
5,080
+260
+5% +$20.6K 0.01% 894
2025
Q4 		$402K Buy
4,820
+1,065
+28% +$85.1K 0.01% 793
2025
Q3 		$284K Buy
3,755
+71
+2% +$5.32K 0.01% 856
2025
Q2 		$255K Sell
3,684
-993
-21% -$61K 0.01% 849
2025
Q1 		$294K Buy
4,677
+609
+15% +$42.9K 0.01% 753
2024
Q4 		$288K Sell
4,068
-17
-0.4% -$1.21K 0.01% 723
2024
Q3 		$256K Buy
+4,085
New +$233K 0.01% 746

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

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

Ritholtz Wealth Management increased its Stifel (SF) stake by 26% in Q2 2026, buying an estimated $99.1K and bringing the position to 6,409 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #899.

Ritholtz Wealth Management first reported a position in SF in Q3 2024 and has held it in 8 quarters since. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Ritholtz Wealth Management held 6,409 shares of Stifel worth $447K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,329 Stifel shares in Q2 2026, an estimated $99.1K.
  • Stifel made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #899 holding.
  • Ritholtz Wealth Management first reported a position in Stifel in Q3 2024 and has held it in 8 quarters since.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.