Spire Wealth Management’s Stifel SF Stock Holding History

Spire 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	$28.1K	Buy	+403	New	+$30K	﹤0.01%	1338
2025 Q4	–	Sell	-23	Closed	-$1.7K	–	2461
2025 Q3	$1.7K	Hold	23	–	–	﹤0.01%	2191
2025 Q2	$1.56K	Buy	+23	New	+$1.41K	﹤0.01%	2221
2023 Q2	–	Sell	-23	Closed	-$886	–	2519
2023 Q1	$886	Hold	23	–	–	﹤0.01%	2402
2022 Q4	$1K	Hold	23	–	–	﹤0.01%	2246
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	2133
2022 Q2	$1K	Sell	23 -45	-66%	-$1.87K	﹤0.01%	2571
2022 Q1	$3K	Buy	+68	New	+$3.27K	﹤0.01%	2347

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management opened a new position in Stifel (SF) in Q2 2026: 403 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in SF as recently as Q3 2025.

Spire Wealth Management first reported a position in SF in Q1 2022 and has held it in 8 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Spire Wealth Management held 403 shares of Stifel worth $28.1K as of Q2 2026.
Stifel was a new Spire Wealth Management position in Q2 2026.
Stifel made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1338 holding.
Spire Wealth Management first reported a position in Stifel in Q1 2022 and has held it in 8 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.