WWC
SF

Waypoint Wealth Counsel’s Stifel SF Stock Holding History

Waypoint Wealth Counsel’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
-3,039
Closed -$225K – 224
2026
Q1 		$225K Sell
3,039
-80
-3% -$6.35K 0.12% 193
2025
Q4 		$260K Buy
3,119
+215
+7% +$17.2K 0.1% 216
2025
Q3 		$220K Buy
+2,904
New +$217K 0.09% 233

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

Waypoint Wealth Counsel's SF Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Stifel (SF) in Q2 2026, closing a stake of 3,039 shares — an estimated $225K sold.

Waypoint Wealth Counsel first reported a position in SF in Q3 2025 and held it in 3 quarters. The position peaked at $260K in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 3,039 Stifel shares in Q2 2026, an estimated $225K.
  • Waypoint Wealth Counsel first reported a position in Stifel in Q3 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Stifel position peaked at $260K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.