TPCW
SF

TD Private Client Wealth’s Stifel SF Stock Holding History

TD Private Client Wealth’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 		$148K Hold
2,124
– – ﹤0.01% 711
2026
Q1 		$157K Buy
2,124
+312
+17% +$24.8K ﹤0.01% 699
2025
Q4 		$151K Buy
1,812
+3
+0.2% +$240 ﹤0.01% 706
2025
Q3 		$137K Sell
1,809
-146
-7% -$10.9K ﹤0.01% 710
2025
Q2 		$135K Sell
1,955
-1,606
-45% -$98.6K ﹤0.01% 700
2025
Q1 		$224K Buy
3,561
+738
+26% +$52K 0.01% 581
2024
Q4 		$200K Sell
2,823
-1,239
-31% -$88.5K 0.01% 603
2024
Q3 		$254K Buy
4,062
+864
+27% +$49.3K 0.01% 562
2024
Q2 		$179K Hold
3,198
– – 0.01% 590
2024
Q1 		$167K Sell
3,198
-1,974
-38% -$97.2K 0.01% 618
2023
Q4 		$238K Buy
5,172
+70
+1% +$2.88K 0.01% 539
2023
Q3 		$209K Sell
5,102
-184
-3% -$7.75K 0.01% 538
2023
Q2 		$210K Buy
5,286
+994
+23% +$38.8K 0.01% 551
2023
Q1 		$169K Buy
4,292
+3,362
+362% +$141K 0.01% 574
2022
Q4 		$36.2K Sell
930
-75
-7% -$2.97K ﹤0.01% 814
2022
Q3 		$34.8K Sell
1,005
-93
-8% -$3.66K ﹤0.01% 804
2022
Q2 		$41K Buy
1,098
+175
+19% +$7.27K ﹤0.01% 771
2022
Q1 		$41.8K Buy
+923
New +$44.3K ﹤0.01% 810
2021
Q4 		– Sell
-29
Closed -$1.29K – 1268
2021
Q3 		$1.29K Hold
29
– – ﹤0.01% 1072
2021
Q2 		$1.23K Hold
29
– – ﹤0.01% 1081
2021
Q1 		$1.22K Hold
29
– – ﹤0.01% 1046
2020
Q4 		$959 Sell
29
-9
-24% -$267 ﹤0.01% 1023
2020
Q3 		$860 Hold
38
– – ﹤0.01% 978
2020
Q2 		$806 Buy
38
+29
+322% +$583 ﹤0.01% 976
2020
Q1 		$165 Hold
9
– – ﹤0.01% 1051
2019
Q4 		$243 Buy
+9
New +$235 ﹤0.01% 1056

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

TD Private Client Wealth's SF Position: Q2 2026 in Review

TD Private Client Wealth held its Stifel (SF) position steady in Q2 2026 at 2,124 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

TD Private Client Wealth first reported a position in SF in Q4 2019 and has held it in 26 quarters since. The position peaked at $254K in Q3 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • TD Private Client Wealth held 2,124 shares of Stifel worth $148K as of Q2 2026.
  • TD Private Client Wealth left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #711 holding.
  • TD Private Client Wealth first reported a position in Stifel in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Stifel position peaked at $254K in Q3 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.