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Activest Wealth Management

Position in SF — Stifel Financial Corp

CIK 1883134 AVENTURA, FL

Position in SF

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$5,162
-$29,136 QoQ
Shares Held
74
-84.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 591 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Activest Wealth Management holds $1,391,900 across 27 Capital Markets names. SF ranks #14 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SF

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,162 74
2026-03-31 $34,298 464
2025-12-31 $30,303 242
2025-09-30 $226 2
2025-06-30 $207 2
2025-03-31 $2,733 29
2024-12-31 $106 1