Stiles Financial Services Inc
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 398,164
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 183 | 398,164 | 13F-HR | Stiles Financial Services Inc |
| Q1 2026 | 4/30/2026 | 177 | 327,247 | 13F-HR | Stiles Financial Services Inc |
| Q4 2025 | 2/3/2026 | 172 | 324,829 | 13F-HR | Stiles Financial Services Inc |
| Q3 2025 | 10/30/2025 | 176 | 317,145 | 13F-HR | Stiles Financial Services Inc |
| Q2 2025 | 7/24/2025 | 175 | 289,521 | 13F-HR | Stiles Financial Services Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 382.3 K | 96.0% | 67.39 K | 0 | 67.39 K |
| ETFs | 15.91 K | 4.0% | 3.533 K | 0 | 3.533 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
398,164
Holdings
183
QoQ value change ($000)
70,917
(21.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.