Tempus Wealth Planning
SF icon

Tempus Wealth Planning’s Stifel SF Stock Holding History

Tempus Wealth Planning’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
Q3 		$206K Buy
+2,946
New +$232K 0.04% 275

Other funds holding SF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Tempus Wealth Planning's SF Position: Q3 2026 in Review

Tempus Wealth Planning opened a new position in Stifel (SF) in Q3 2026: 2,946 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #275 among its holdings.

406 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Tempus Wealth Planning held 2,946 shares of Stifel worth $206K as of Q3 2026.
  • Stifel was a new Tempus Wealth Planning position in Q3 2026.
  • Stifel made up 0.04% of Tempus Wealth Planning's portfolio in Q3 2026, its #275 holding.
  • 406 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.