UCFA
SF

United Capital Financial Advisors’s Stifel SF Stock Holding History

United Capital 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 		$1.01M Buy
14,440
+522
+4% +$38.9K 0.01% 799
2026
Q1 		$1.03M Buy
13,918
+227
+2% +$18K 0.01% 745
2025
Q4 		$1.14M Sell
13,691
-793
-5% -$63.4K 0.01% 688
2025
Q3 		$1.1M Buy
14,484
+9,835
+212% +$736K 0.01% 615
2025
Q2 		$322K Sell
4,649
-238
-5% -$14.6K ﹤0.01% 898
2025
Q1 		$307K Buy
4,887
+163
+3% +$11.5K ﹤0.01% 880
2024
Q4 		$334K Sell
4,724
-34
-0.7% -$2.43K ﹤0.01% 851
2024
Q3 		$298K Sell
4,758
-1,308
-22% -$74.6K ﹤0.01% 876
2024
Q2 		$340K Buy
6,066
+849
+16% +$45K ﹤0.01% 807
2024
Q1 		$272K Sell
5,217
-318
-6% -$15.7K ﹤0.01% 914
2023
Q4 		$255K Buy
+5,535
New +$228K ﹤0.01% 930

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

United Capital Financial Advisors's SF Position: Q2 2026 in Review

United Capital Financial Advisors increased its Stifel (SF) stake by 3.8% in Q2 2026, buying an estimated $38.9K and bringing the position to 14,440 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #799.

United Capital Financial Advisors first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • United Capital Financial Advisors held 14,440 shares of Stifel worth $1.01M as of Q2 2026.
  • United Capital Financial Advisors bought 522 Stifel shares in Q2 2026, an estimated $38.9K.
  • Stifel made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #799 holding.
  • United Capital Financial Advisors first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • United Capital Financial Advisors's Stifel position peaked at $1.14M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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