Wealth Enhancement Advisory Services’s Stifel SF Stock Holding History

Wealth Enhancement Advisory Services’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	$3.01M	Sell	43,350 -45,363	-51%	-$3.38M	0.01%	1317
2026 Q1	$5.93M	Buy	88,713 +28,584	+48%	+$2.27M	0.01%	820
2025 Q4	$5.34M	Buy	60,129 +31,075	+107%	+$2.48M	0.01%	974
2025 Q3	$2.15M	Buy	29,054 +10,323	+55%	+$773K	﹤0.01%	1392
2025 Q2	$1.36M	Sell	18,731 -10,836	-37%	-$665K	﹤0.01%	1563
2025 Q1	$1.86M	Buy	29,567 +21,426	+263%	+$1.51M	﹤0.01%	1283
2024 Q4	$576K	Buy	8,141 +1,137	+16%	+$81.2K	﹤0.01%	1886
2024 Q3	$438K	Sell	7,004 -2,136	-23%	-$122K	﹤0.01%	1906
2024 Q2	$513K	Buy	9,140 +1,598	+21%	+$84.7K	﹤0.01%	1635
2024 Q1	$393K	Buy	7,542 +211	+3%	+$10.4K	﹤0.01%	1729
2023 Q4	$338K	Buy	+7,331	New	+$301K	﹤0.01%	1740

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's SF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Stifel (SF) stake by 51% in Q2 2026, selling an estimated $3.38M and leaving 43,350 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #1317.

Wealth Enhancement Advisory Services first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.93M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Wealth Enhancement Advisory Services held 43,350 shares of Stifel worth $3.01M as of Q2 2026.
Wealth Enhancement Advisory Services sold 45,363 Stifel shares in Q2 2026, an estimated $3.38M.
Stifel made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1317 holding.
Wealth Enhancement Advisory Services first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Stifel position peaked at $5.93M in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.