SFA
SF

Sequoia Financial Advisors’s Stifel SF Stock Holding History

Sequoia Financial Advisors’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 		$1.07M Buy
15,393
+1,830
+13% +$136K 0.01% 915
2026
Q1 		$1M Sell
13,563
-5,528
-29% -$439K 0.01% 901
2025
Q4 		$1.59M Buy
19,091
+6,369
+50% +$509K 0.01% 668
2025
Q3 		$962K Buy
12,722
+3,968
+45% +$297K 0.01% 797
2025
Q2 		$606K Buy
+8,754
New +$538K ﹤0.01% 910

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

Sequoia Financial Advisors's SF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Stifel (SF) stake by 13% in Q2 2026, buying an estimated $136K and bringing the position to 15,393 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #915.

Sequoia Financial Advisors first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Sequoia Financial Advisors held 15,393 shares of Stifel worth $1.07M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,830 Stifel shares in Q2 2026, an estimated $136K.
  • Stifel made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #915 holding.
  • Sequoia Financial Advisors first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Stifel position peaked at $1.59M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.