WA
SF

Waverly Advisors’s Stifel SF Stock Holding History

Waverly 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 		$339K Sell
4,857
-3,744
-44% -$279K ﹤0.01% 1347
2026
Q1 		$636K Buy
8,601
+2,356
+38% +$187K ﹤0.01% 974
2025
Q4 		$521K Buy
6,245
+2,645
+73% +$211K ﹤0.01% 992
2025
Q3 		$272K Buy
3,600
+556
+18% +$41.6K ﹤0.01% 1079
2025
Q2 		$211K Buy
+3,044
New +$187K ﹤0.01% 1101
2015
Q1 		– Sell
-286
Closed -$6K – 420
2014
Q4 		$6K Hold
286
– – ﹤0.01% 360
2014
Q3 		$6K Buy
+286
New +$5.96K ﹤0.01% 596

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

Waverly Advisors's SF Position: Q2 2026 in Review

Waverly Advisors reduced its Stifel (SF) stake by 44% in Q2 2026, selling an estimated $279K and leaving 4,857 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Waverly Advisors first reported a position in SF in Q3 2014 and has held it in 7 quarters since. The position peaked at $636K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Waverly Advisors held 4,857 shares of Stifel worth $339K as of Q2 2026.
  • Waverly Advisors sold 3,744 Stifel shares in Q2 2026, an estimated $279K.
  • Stifel made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1347 holding.
  • Waverly Advisors first reported a position in Stifel in Q3 2014 and has held it in 7 quarters since.
  • Waverly Advisors's Stifel position peaked at $636K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.