Stifel Independent Advisors, LLC PFF — ISHARES TRUST ETF

Ownership history in Stifel Independent Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Stifel Independent Advisors, LLC reported ISHARES TRUST ETF (PFF) in 6 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stifel Independent Advisors, LLC's position in ISHARES TRUST ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
6 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PFF stock page Stifel Independent Advisors, LLC fund profile Stifel Independent Advisors, LLC full holdings
How Stifel Independent Advisors, LLC held PFF — position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFF

As of 2026 Q1 — sorted by position size

Fortress Financial Solutions, LLC 6.12% SWAN Capital LLC 3Y 5.62% Mountain Hill Investment Partners Corp. 5.45% BARD ASSOCIATES INC 3Y 7Y 5.26% Risk Paradigm Group, LLC 3Y 7Y 5.25% Glaxis Capital Management, LLC 3Y 7Y 5.13% FIRST INTERSTATE BANK 3Y 7Y 4.94% Cornerstone Financial Group, LLC /NE/ 4.06% Cordoba Advisory Partners LLC 4.02% Capital Square, LLC 3Y 3.39%

FAQ About Stifel Independent Advisors, LLC and PFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stifel Independent Advisors, LLC reported owning PFF?

Stifel Independent Advisors, LLC reported PFF across 0 quarterly 13F filings.

What was the largest reported PFF position in Stifel Independent Advisors, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for PFF in Stifel Independent Advisors, LLC.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2011 Q1, when Stifel Independent Advisors, LLC reported 6,259 shares, equal to 1.37% of portfolio, with an estimated market value of $248K.

What does the chart on this PFF ownership page compare?

The chart compares Stifel Independent Advisors, LLC's quarterly PFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stifel Independent Advisors, LLC time their PFF position?

Based on 13F filing dates vs. subsequent PFF price moves, Stifel Independent Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PFF relative to SPY over the holding period was -5.7%.

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