Strategic Wealth Partners’s Stifel SF Stock Holding History

Strategic Wealth Partners’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	–	Sell	-208	Closed	-$15.4K	–	1551
2026 Q1	$15.4K	Buy	+208	New	+$16.5K	﹤0.01%	777

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

Strategic Wealth Partners's SF Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 208 shares — an estimated $15.4K sold.

Strategic Wealth Partners first reported a position in SF in Q1 2026 and held it in 1 quarter. The position peaked at $15.4K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Strategic Wealth Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 208 Stifel shares in Q2 2026, an estimated $15.4K.
Strategic Wealth Partners first reported a position in Stifel in Q1 2026 and held it in 1 quarter.
Strategic Wealth Partners's Stifel position peaked at $15.4K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.