SIA
SF

Serenity Investment Advisors’s Stifel SF Stock Holding History

Serenity Investment 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 		$223K Sell
2,789
-595
-18% -$44.4K 0.1% 69
2026
Q1 		$246K Hold
3,384
– – 0.12% 58
2025
Q4 		$293K Buy
+3,384
New +$270K 0.17% 52

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

Serenity Investment Advisors's SF Position: Q2 2026 in Review

Serenity Investment Advisors reduced its Stifel (SF) stake by 18% in Q2 2026, selling an estimated $44.4K and leaving 2,789 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #69.

Serenity Investment Advisors first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Serenity Investment Advisors held 2,789 shares of Stifel worth $223K as of Q2 2026.
  • Serenity Investment Advisors sold 595 Stifel shares in Q2 2026, an estimated $44.4K.
  • Stifel made up 0.1% of Serenity Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Serenity Investment Advisors first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Serenity Investment Advisors's Stifel position peaked at $293K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.