AG
SF

AIA Group’s Stifel SF Stock Holding History

AIA Group’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 		$1.91M Sell
27,425
-2,935
-10% -$219K 0.02% 209
2026
Q1 		$2.24M Buy
+30,360
New +$2.41M 0.03% 213
2024
Q2 		– Sell
-3,935
Closed -$205K – 299
2024
Q1 		$205K Sell
3,935
-11,815
-75% -$582K 0.01% 286
2023
Q4 		$726K Buy
15,750
+9,433
+149% +$388K 0.03% 215
2023
Q3 		$259K Hold
6,317
– – 0.01% 259
2023
Q2 		$251K Buy
+6,317
New +$246K 0.01% 297

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

AIA Group's SF Position: Q2 2026 in Review

AIA Group reduced its Stifel (SF) stake by 9.7% in Q2 2026, selling an estimated $219K and leaving 27,425 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #209.

AIA Group first reported a position in SF in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • AIA Group held 27,425 shares of Stifel worth $1.91M as of Q2 2026.
  • AIA Group sold 2,935 Stifel shares in Q2 2026, an estimated $219K.
  • Stifel made up 0.02% of AIA Group's portfolio in Q2 2026, its #209 holding.
  • AIA Group first reported a position in Stifel in Q2 2023 and has held it in 6 quarters since.
  • AIA Group's Stifel position peaked at $2.24M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on AIA Group's 13F filing for Q2 2026, filed 31 Jul 2026.