AEGON Asset Management (UK)’s Stifel SF Stock Holding History

AEGON Asset Management (UK)’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	$10.2M	Buy	146,847 +30,013	+26%	+$2.24M	0.11%	115
2026 Q1	$8.64M	Sell	116,834 -85,161	-42%	-$6.76M	0.11%	114
2025 Q4	$16.9M	Sell	201,995 -74,076	-27%	-$5.92M	0.2%	101
2025 Q3	$20.9M	Buy	276,071 +67,266	+32%	+$5.04M	0.25%	93
2025 Q2	$14.4M	Sell	208,805 -416,235	-67%	-$25.6M	0.18%	107
2025 Q1	$39.2M	Buy	625,040 +220,895	+55%	+$15.6M	0.57%	48
2024 Q4	$28.6M	Sell	404,145 -3,375	-0.8%	-$241K	0.38%	66
2024 Q3	$25.5M	Buy	407,520 +2,319	+0.6%	+$132K	0.35%	76
2024 Q2	$22.7M	Buy	+405,201	New	+$21.5M	0.32%	73
2020 Q2	–	Sell	-54,668	Closed	-$1M	–	175
2020 Q1	$1M	Sell	54,668 -29,984	-35%	-$751K	0.03%	148
2019 Q4	$2.28M	Hold	84,652	–	–	0.05%	123
2019 Q3	$2.16M	Hold	84,652	–	–	0.06%	123
2019 Q2	$2.22M	Buy	+84,652	New	+$2.16M	0.06%	107

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

AEGON Asset Management (UK)'s SF Position: Q2 2026 in Review

AEGON Asset Management (UK) increased its Stifel (SF) stake by 26% in Q2 2026, buying an estimated $2.24M and bringing the position to 146,847 shares worth $10.2M. The position accounts for 0.11% of the portfolio, ranked #115.

AEGON Asset Management (UK) first reported a position in SF in Q2 2019 and has held it in 13 quarters since. The position peaked at $39.2M in Q1 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

AEGON Asset Management (UK) held 146,847 shares of Stifel worth $10.2M as of Q2 2026.
AEGON Asset Management (UK) bought 30,013 Stifel shares in Q2 2026, an estimated $2.24M.
Stifel made up 0.11% of AEGON Asset Management (UK)'s portfolio in Q2 2026, its #115 holding.
AEGON Asset Management (UK) first reported a position in Stifel in Q2 2019 and has held it in 13 quarters since.
AEGON Asset Management (UK)'s Stifel position peaked at $39.2M in Q1 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on AEGON Asset Management (UK)'s 13F filing for Q2 2026, filed 13 Jul 2026.