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Steward Partners Investment Advisory’s Stifel SF Stock Holding History

Steward Partners Investment Advisory’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 		$3.35M Buy
47,953
+9,146
+24% +$682K 0.02% 711
2026
Q1 		$2.87M Buy
38,807
+3,633
+10% +$288K 0.01% 715
2025
Q4 		$2.94M Buy
35,174
+171
+0.5% +$13.7K 0.02% 643
2025
Q3 		$2.65M Buy
35,003
+185
+0.5% +$13.8K 0.02% 669
2025
Q2 		$2.41M Sell
34,818
-2,252
-6% -$138K 0.02% 660
2025
Q1 		$2.33M Buy
37,070
+158
+0.4% +$11.1K 0.02% 622
2024
Q4 		$2.61M Buy
36,912
+78
+0.2% +$5.57K 0.02% 561
2024
Q3 		$2.31M Buy
36,834
+2,578
+8% +$147K 0.02% 584
2024
Q2 		$1.92M Buy
34,256
+218
+0.6% +$11.6K 0.02% 597
2024
Q1 		$1.77M Buy
34,038
+232
+0.7% +$11.4K 0.02% 614
2023
Q4 		$1.56M Buy
33,806
+212
+0.6% +$8.72K 0.02% 576
2023
Q3 		$1.38M Buy
33,594
+184
+0.6% +$7.75K 0.02% 569
2023
Q2 		$1.33M Buy
33,410
+198
+0.6% +$7.72K 0.02% 605
2023
Q1 		$1.31M Sell
33,212
-1,681
-5% -$70.7K 0.02% 600
2022
Q4 		$1.36M Buy
34,893
+1,930
+6% +$76.4K 0.02% 565
2022
Q3 		$1.14M Buy
32,963
+281
+0.9% +$11.1K 0.02% 581
2022
Q2 		$1.22M Buy
32,682
+172
+0.5% +$7.14K 0.02% 574
2022
Q1 		$1.47M Buy
32,510
+150
+0.5% +$7.2K 0.02% 573
2021
Q4 		$1.52M Hold
32,360
– – 0.02% 573
2021
Q3 		$1.47M Hold
32,360
– – 0.03% 537
2021
Q2 		$1.4M Hold
32,360
– – 0.02% 558
2021
Q1 		$1.38M Hold
32,360
– – 0.02% 535
2020
Q4 		$1.09M Hold
32,360
– – 0.02% 536
2020
Q3 		$727K Hold
32,360
– – 0.02% 573
2020
Q2 		$682K Buy
+32,360
New +$650K 0.02% 552
2019
Q3 		– Sell
-76
Closed -$2K – 2752
2019
Q2 		$2K Buy
+76
New +$1.94K ﹤0.01% 2457
2018
Q1 		– Sell
-11
Closed – – 2317
2017
Q4 		$0 Buy
+11
New +$269 ﹤0.01% 1938

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

Steward Partners Investment Advisory's SF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Stifel (SF) stake by 24% in Q2 2026, buying an estimated $682K and bringing the position to 47,953 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #711.

Steward Partners Investment Advisory first reported a position in SF in Q4 2017 and has held it in 27 quarters since. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Steward Partners Investment Advisory held 47,953 shares of Stifel worth $3.35M as of Q2 2026.
  • Steward Partners Investment Advisory bought 9,146 Stifel shares in Q2 2026, an estimated $682K.
  • Stifel made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #711 holding.
  • Steward Partners Investment Advisory first reported a position in Stifel in Q4 2017 and has held it in 27 quarters since.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.