TWD
SF

True Wealth Design’s Stifel SF Stock Holding History

True Wealth Design’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 		$31.3K Sell
449
-473
-51% -$35.3K 0.01% 662
2026
Q1 		$68.2K Buy
922
+217
+31% +$17.2K 0.02% 314
2025
Q4 		$58.9K Buy
705
+432
+158% +$34.5K 0.02% 296
2025
Q3 		$20.7K Buy
273
+217
+388% +$16.2K 0.01% 600
2025
Q2 		$3.84K Sell
56
-51
-48% -$3.13K ﹤0.01% 910
2025
Q1 		$6.69K Buy
+107
New +$7.54K ﹤0.01% 590

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

True Wealth Design's SF Position: Q2 2026 in Review

True Wealth Design reduced its Stifel (SF) stake by 51% in Q2 2026, selling an estimated $35.3K and leaving 449 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #662.

True Wealth Design first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $68.2K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • True Wealth Design held 449 shares of Stifel worth $31.3K as of Q2 2026.
  • True Wealth Design sold 473 Stifel shares in Q2 2026, an estimated $35.3K.
  • Stifel made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #662 holding.
  • True Wealth Design first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Stifel position peaked at $68.2K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.