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
Q2 		– Sell
-125
Closed -$9.24K – 1843
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 $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

Twin Peaks Wealth Advisors's SF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Stifel (SF) in Q2 2026, closing a stake of 125 shares — an estimated $9.24K sold.

Twin Peaks Wealth Advisors first reported a position in SF in Q2 2025 and held it in 2 quarters. The position peaked at $9.24K in Q1 2026. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 125 Stifel shares in Q2 2026, an estimated $9.24K.
  • Twin Peaks Wealth Advisors first reported a position in Stifel in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Stifel position peaked at $9.24K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.