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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's SF Position: Q1 2026 in Review

SHP Wealth Management increased its Stifel (SF) stake by 81% in Q1 2026, buying an estimated $1.67K and bringing the position to 47 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

SHP Wealth Management first reported a position in SF in Q4 2025 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

SHP Wealth Management held 47 shares of Stifel worth $3.48K as of Q1 2026.
SHP Wealth Management bought 21 Stifel shares in Q1 2026, an estimated $1.67K.
Stifel made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1149 holding.
SHP Wealth Management first reported a position in Stifel in Q4 2025 and has held it in 2 quarters since.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.