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
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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Root Financial Partners's SF Position: Q1 2026 in Review

Root Financial Partners increased its Stifel (SF) stake by 154% in Q1 2026, buying an estimated $73.3K and bringing the position to 1,523 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #525.

Root Financial Partners first reported a position in SF in Q3 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Root Financial Partners held 1,523 shares of Stifel worth $113K as of Q1 2026.
  • Root Financial Partners bought 923 Stifel shares in Q1 2026, an estimated $73.3K.
  • Stifel made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #525 holding.
  • Root Financial Partners first reported a position in Stifel in Q3 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.