VWM
SF

Venturi Wealth Management’s Stifel SF Stock Holding History

Venturi Wealth Management’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 		$394K Sell
5,652
-1,431
-20% -$107K 0.02% 434
2026
Q1 		$524K Sell
7,083
-1,049
-13% -$83.3K 0.02% 341
2025
Q4 		$679K Buy
8,132
+786
+11% +$62.8K 0.03% 267
2025
Q3 		$556K Buy
7,346
+321
+5% +$24K 0.03% 315
2025
Q2 		$486K Sell
7,025
-1,299
-16% -$79.8K 0.02% 334
2025
Q1 		$523K Buy
8,324
+219
+3% +$15.4K 0.03% 320
2024
Q4 		$573K Buy
8,105
+7,025
+650% +$502K 0.03% 313
2024
Q3 		$67.6K Buy
1,080
+70
+7% +$3.99K ﹤0.01% 677
2024
Q2 		$56.6K Buy
1,010
+846
+516% +$44.8K ﹤0.01% 633
2024
Q1 		$8.52K Buy
164
+110
+204% +$5.42K ﹤0.01% 966
2023
Q4 		$2.49K Sell
54
-32
-37% -$1.32K ﹤0.01% 1165
2023
Q3 		$3.5K Buy
+86
New +$3.62K ﹤0.01% 1060

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

Venturi Wealth Management's SF Position: Q2 2026 in Review

Venturi Wealth Management reduced its Stifel (SF) stake by 20% in Q2 2026, selling an estimated $107K and leaving 5,652 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #434.

Venturi Wealth Management first reported a position in SF in Q3 2023 and has held it in 12 quarters since. The position peaked at $679K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Venturi Wealth Management held 5,652 shares of Stifel worth $394K as of Q2 2026.
  • Venturi Wealth Management sold 1,431 Stifel shares in Q2 2026, an estimated $107K.
  • Stifel made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Venturi Wealth Management first reported a position in Stifel in Q3 2023 and has held it in 12 quarters since.
  • Venturi Wealth Management's Stifel position peaked at $679K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.