AIM
SF

Access Investment Management’s Stifel SF Stock Holding History

Access Investment Management’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 		$14.9M Buy
214,024
+274
+0.1% +$20.4K 3.82% 8
2026
Q1 		$15.8M Buy
213,750
+12
+0% +$953 4.21% 3
2025
Q4 		$16.2M Hold
213,738
– – 4.34% 4
2025
Q3 		$16.2M Buy
213,738
+30
+0% +$2.25K 4.34% 4
2025
Q2 		$14.8M Buy
+213,708
New +$13.1M 4.21% 4
2024
Q4 		$15.1M Buy
213,611
+120
+0.1% +$8.57K 4.38% 5
2024
Q3 		$13.4M Buy
213,491
+38
+0% +$2.17K 4.07% 6
2024
Q2 		$12M Hold
213,453
– – 3.89% 8
2024
Q1 		$11.1M Hold
213,453
– – 3.67% 8
2023
Q4 		$9.84M Buy
+213,453
New +$8.78M 3.67% 9

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 $3.37T AUM 44.26% 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

Access Investment Management's SF Position: Q2 2026 in Review

Access Investment Management increased its Stifel (SF) stake by 0.13% in Q2 2026, buying an estimated $20.4K and bringing the position to 214,024 shares worth $14.9M. The position accounts for 3.82% of the portfolio, ranked #8.

Access Investment Management first reported a position in SF in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.2M in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Access Investment Management held 214,024 shares of Stifel worth $14.9M as of Q2 2026.
  • Access Investment Management bought 274 Stifel shares in Q2 2026, an estimated $20.4K.
  • Stifel made up 3.82% of Access Investment Management's portfolio in Q2 2026, its #8 holding.
  • Access Investment Management first reported a position in Stifel in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's Stifel position peaked at $16.2M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.