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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Stifel SF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$14K Buy
201
+17
+9% +$1.27K ﹤0.01% 1409
2026
Q1 		$13.6K Sell
184
-103
-36% -$8.18K ﹤0.01% 1454
2025
Q4 		$23.9K Buy
287
+80
+39% +$6.39K ﹤0.01% 1261
2025
Q3 		$15.7K Hold
207
– – ﹤0.01% 1354
2025
Q2 		$14.3K Sell
207
-192
-48% -$11.8K ﹤0.01% 1362
2025
Q1 		$25.1K Buy
399
+9
+2% +$634 ﹤0.01% 1167
2024
Q4 		$27.6K Sell
390
-143
-27% -$10.2K ﹤0.01% 1076
2024
Q3 		$33.3K Buy
+533
New +$30.4K 0.01% 1096

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 $3.38T AUM 44.17% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SF Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Stifel (SF) stake by 9.2% in Q2 2026, buying an estimated $1.27K and bringing the position to 201 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SF in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.3K in Q3 2024. 599 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 201 shares of Stifel worth $14K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 17 Stifel shares in Q2 2026, an estimated $1.27K.
  • Stifel made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1409 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Stifel in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Stifel position peaked at $33.3K in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.