SWP
SF

Stratos Wealth Partners’s Stifel SF Stock Holding History

Stratos 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 		$471K Buy
6,757
+216
+3% +$16.1K ﹤0.01% 1172
2026
Q1 		$484K Buy
6,541
+1
+0% +$79 0.01% 1077
2025
Q4 		$546K Sell
6,540
-114
-2% -$9.11K 0.01% 1016
2025
Q3 		$503K Buy
6,654
+219
+3% +$16.4K 0.01% 1013
2025
Q2 		$445K Sell
6,435
-57
-0.9% -$3.5K 0.01% 969
2025
Q1 		$408K Buy
6,492
+190
+3% +$13.4K 0.01% 966
2024
Q4 		$446K Buy
6,302
+53
+0.8% +$3.78K 0.01% 983
2024
Q3 		$391K Buy
6,249
+84
+1% +$4.79K 0.01% 1028
2024
Q2 		$346K Buy
6,165
+25
+0.4% +$1.32K 0.01% 1039
2024
Q1 		$320K Buy
6,140
+26
+0.4% +$1.28K 0.01% 1075
2023
Q4 		$282K Buy
6,114
+33
+0.5% +$1.36K 0.01% 1112
2023
Q3 		$249K Buy
6,081
+25
+0.4% +$1.05K 0.01% 1089
2023
Q2 		$241K Buy
6,056
+5
+0.1% +$195 0.01% 1036
2023
Q1 		$238K Buy
6,051
+61
+1% +$2.56K 0.01% 968
2022
Q4 		$233K Buy
5,990
+9
+0.2% +$356 0.01% 990
2022
Q3 		$207K Sell
5,981
-342
-5% -$13.5K 0.01% 1011
2022
Q2 		$236K Sell
6,323
-72
-1% -$2.99K 0.01% 1031
2022
Q1 		$290K Buy
6,395
+23
+0.4% +$1.1K 0.01% 1000
2021
Q4 		$299K Buy
6,372
+400
+7% +$19.4K 0.01% 1003
2021
Q3 		$271K Buy
5,972
+12
+0.2% +$535 0.01% 979
2021
Q2 		$258K Buy
5,960
+14
+0.2% +$628 0.01% 1031
2021
Q1 		$254K Buy
5,946
+15
+0.3% +$585 0.01% 947
2020
Q4 		$200K Buy
+5,931
New +$176K 0.01% 1006
2018
Q4 		– Sell
-5,841
Closed -$133K – 2208
2018
Q3 		$133K Buy
+5,841
New +$141K 0.01% 1011
2018
Q2 		– Sell
-6,068
Closed -$160K – 2290
2018
Q1 		$160K Buy
6,068
+324
+6% +$9.18K 0.01% 992
2017
Q4 		$152K Buy
+5,744
New +$141K 0.01% 987

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 $3.37T AUM 44.26% 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

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

Stratos Wealth Partners increased its Stifel (SF) stake by 3.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 6,757 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Stratos Wealth Partners first reported a position in SF in Q4 2017 and has held it in 26 quarters since. The position peaked at $546K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Stratos Wealth Partners held 6,757 shares of Stifel worth $471K as of Q2 2026.
  • Stratos Wealth Partners bought 216 Stifel shares in Q2 2026, an estimated $16.1K.
  • Stifel made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1172 holding.
  • Stratos Wealth Partners first reported a position in Stifel in Q4 2017 and has held it in 26 quarters since.
  • Stratos Wealth Partners's Stifel position peaked at $546K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.