SWM
SF icon

SHP Wealth Management’s Stifel SF Stock Holding History

SHP Wealth Management’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 		$1.95K Sell
28
-19
-40% -$1.42K ﹤0.01% 1414
2026
Q1 		$3.48K Buy
47
+21
+81% +$1.67K ﹤0.01% 1149
2025
Q4 		$2.13K Buy
+26
New +$2.08K ﹤0.01% 1120

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SF Position: Q2 2026 in Review

SHP Wealth Management reduced its Stifel (SF) stake by 40% in Q2 2026, selling an estimated $1.42K and leaving 28 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

SHP Wealth Management first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.48K in Q1 2026. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • SHP Wealth Management held 28 shares of Stifel worth $1.95K as of Q2 2026.
  • SHP Wealth Management sold 19 Stifel shares in Q2 2026, an estimated $1.42K.
  • Stifel made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1414 holding.
  • SHP Wealth Management first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Stifel position peaked at $3.48K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.