Adage Capital Partners’s Stifel SF Stock Holding History

Adage Capital Partners’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	$13.7M	Sell	196,000 -50,000	-20%	-$3.73M	0.02%	630
2026 Q1	$18.2M	Buy	246,000 +30,000	+14%	+$2.38M	0.03%	499
2025 Q4	$18M	Buy	216,000 +30,000	+16%	+$2.4M	0.03%	519
2025 Q3	$14.1M	Sell	186,000 -120,000	-39%	-$8.98M	0.02%	563
2025 Q2	$21.2M	Buy	306,000 +201,000	+191%	+$12.3M	0.04%	437
2025 Q1	$6.6M	Buy	+105,000	New	+$7.4M	0.01%	659
2015 Q3	–	Sell	-54,000	Closed	-$1.39M	–	750
2015 Q2	$1.39M	Hold	54,000	–	–	﹤0.01%	692
2015 Q1	$1.34M	Buy	+54,000	New	+$1.25M	﹤0.01%	685

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners's SF Position: Q2 2026 in Review

Adage Capital Partners reduced its Stifel (SF) stake by 20% in Q2 2026, selling an estimated $3.73M and leaving 196,000 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #630.

Adage Capital Partners first reported a position in SF in Q1 2015 and has held it in 8 quarters since. The position peaked at $21.2M in Q2 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Adage Capital Partners held 196,000 shares of Stifel worth $13.7M as of Q2 2026.
Adage Capital Partners sold 50,000 Stifel shares in Q2 2026, an estimated $3.73M.
Stifel made up 0.02% of Adage Capital Partners's portfolio in Q2 2026, its #630 holding.
Adage Capital Partners first reported a position in Stifel in Q1 2015 and has held it in 8 quarters since.
Adage Capital Partners's Stifel position peaked at $21.2M in Q2 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.