Sowell Financial Services’s Stifel SF Stock Holding History

Sowell Financial Services’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	$344K	Sell	4,928 -144	-3%	-$10.7K	0.01%	807
2026 Q1	$375K	Buy	5,072 +138	+3%	+$11K	0.01%	749
2025 Q4	$412K	Sell	4,934 -165	-3%	-$13.2K	0.02%	712
2025 Q3	$386K	Buy	5,099 +30	+0.6%	+$2.25K	0.01%	726
2025 Q2	$351K	Buy	5,069 +111	+2%	+$6.82K	0.01%	723
2025 Q1	$312K	Buy	+4,958	New	+$350K	0.01%	751
2021 Q2	–	Sell	-63	Closed	-$3K	–	2328
2021 Q1	$3K	Sell	63 -38	-38%	-$1.48K	﹤0.01%	2756
2020 Q4	$3K	Buy	101 +45	+80%	+$1.34K	﹤0.01%	2416
2020 Q3	$1K	Hold	56	–	–	﹤0.01%	2423
2020 Q2	$1K	Sell	56 -54	-49%	-$1.08K	﹤0.01%	2360
2020 Q1	$2K	Hold	110	–	–	﹤0.01%	2116
2019 Q4	$3K	Hold	110	–	–	﹤0.01%	2099
2019 Q3	$3K	Buy	+110	New	+$2.76K	﹤0.01%	1976

Other funds holding SF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's SF Position: Q2 2026 in Review

Sowell Financial Services reduced its Stifel (SF) stake by 2.8% in Q2 2026, selling an estimated $10.7K and leaving 4,928 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #807.

Sowell Financial Services first reported a position in SF in Q3 2019 and has held it in 13 quarters since. The position peaked at $412K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Sowell Financial Services held 4,928 shares of Stifel worth $344K as of Q2 2026.
Sowell Financial Services sold 144 Stifel shares in Q2 2026, an estimated $10.7K.
Stifel made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #807 holding.
Sowell Financial Services first reported a position in Stifel in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's Stifel position peaked at $412K in Q4 2025.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.