RFP
SF

Root Financial Partners’s Stifel SF Stock Holding History

Root Financial Partners’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 		– Sell
-1,523
Closed -$113K – 2682
2026
Q1 		$113K Buy
1,523
+923
+154% +$73.3K 0.01% 525
2025
Q4 		$50.1K Buy
600
+111
+23% +$8.87K ﹤0.01% 712
2025
Q3 		$37K Buy
+489
New +$36.6K ﹤0.01% 794

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

Root Financial Partners's SF Position: Q2 2026 in Review

Root Financial Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 1,523 shares — an estimated $113K sold.

Root Financial Partners first reported a position in SF in Q3 2025 and held it in 3 quarters. The position peaked at $113K in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Root Financial Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,523 Stifel shares in Q2 2026, an estimated $113K.
  • Root Financial Partners first reported a position in Stifel in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Stifel position peaked at $113K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.