VWA
SF

Valued Wealth Advisors’s Stifel SF Stock Holding History

Valued 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 		$215 Hold
3
– – ﹤0.01% 881
2026
Q1 		$227 Hold
3
– – ﹤0.01% 699
2025
Q4 		$257 Hold
3
– – ﹤0.01% 584
2025
Q3 		$232 Hold
3
– – ﹤0.01% 569
2025
Q2 		$212 Hold
3
– – ﹤0.01% 573
2025
Q1 		$192 Hold
3
– – ﹤0.01% 609
2024
Q4 		$214 Hold
3
– – ﹤0.01% 607
2024
Q3 		$189 Hold
3
– – ﹤0.01% 599
2024
Q2 		$169 Hold
3
– – ﹤0.01% 571
2024
Q1 		$157 Buy
+3
New +$148 ﹤0.01% 566

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

Valued Wealth Advisors's SF Position: Q2 2026 in Review

Valued Wealth Advisors held its Stifel (SF) position steady in Q2 2026 at 3 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Valued Wealth Advisors first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $257 in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of Stifel worth $215 as of Q2 2026.
  • Valued Wealth Advisors left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #881 holding.
  • Valued Wealth Advisors first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Stifel position peaked at $257 in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.