TFA
SF

Transamerica Financial Advisors’s Stifel SF Stock Holding History

Transamerica Financial Advisors’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 		$627 Sell
9
-77
-90% -$5.74K ﹤0.01% 1625
2026
Q1 		$6.43K Buy
86
+23
+37% +$1.83K ﹤0.01% 999
2025
Q4 		$5.27K Buy
63
+52
+473% +$4.16K ﹤0.01% 952
2025
Q3 		$794 Buy
+11
New +$824 ﹤0.01% 1206

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

Transamerica Financial Advisors's SF Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Stifel (SF) stake by 90% in Q2 2026, selling an estimated $5.74K and leaving 9 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Transamerica Financial Advisors first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.43K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Transamerica Financial Advisors held 9 shares of Stifel worth $627 as of Q2 2026.
  • Transamerica Financial Advisors sold 77 Stifel shares in Q2 2026, an estimated $5.74K.
  • Stifel made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1625 holding.
  • Transamerica Financial Advisors first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Stifel position peaked at $6.43K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.