Root Financial Partners
SF icon

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
Q3 		$71.2K Buy
+1,016
New +$80.2K ﹤0.01% 905
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's SF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Stifel (SF) in Q3 2026: 1,016 shares worth $71.2K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SF as recently as Q1 2026.

Root Financial Partners first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q1 2026. 486 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Root Financial Partners held 1,016 shares of Stifel worth $71.2K as of Q3 2026.
  • Stifel was a new Root Financial Partners position in Q3 2026.
  • Stifel made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #905 holding.
  • Root Financial Partners first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Stifel position peaked at $113K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.