TPWA
SF

Twin Peaks Wealth Advisors’s Stifel SF Stock Holding History

Twin Peaks Wealth 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
Q1 		$9.24K Buy
+125
New +$9.93K ﹤0.01% 1104
2025
Q3 		– Sell
-114
Closed -$8.7K – 1757
2025
Q2 		$8.7K Buy
+114
New +$7K ﹤0.01% 1013

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's SF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Stifel (SF) in Q1 2026: 125 shares worth $9.24K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SF in Q2 2025 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 125 shares of Stifel worth $9.24K as of Q1 2026.
  • Stifel was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Stifel made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1104 holding.
  • Twin Peaks Wealth Advisors first reported a position in Stifel in Q2 2025 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.