AIM
SF

Aigen Investment Management’s Stifel SF Stock Holding History

Aigen 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 		– Sell
-5,570
Closed -$412K – 764
2026
Q1 		$412K Buy
+5,570
New +$442K 0.11% 264
2025
Q4 		– Sell
-6,921
Closed -$524K – 933
2025
Q3 		$524K Buy
+6,921
New +$518K 0.08% 383
2023
Q4 		– Sell
-6,072
Closed -$249K – 1054
2023
Q3 		$249K Sell
6,072
-6,902
-53% -$291K 0.05% 589
2023
Q2 		$516K Buy
+12,974
New +$506K 0.08% 343
2023
Q1 		– Sell
-6,030
Closed -$235K – 801
2022
Q4 		$235K Buy
+6,030
New +$239K 0.03% 420

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

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

Aigen Investment Management sold out of Stifel (SF) in Q2 2026, closing a stake of 5,570 shares — an estimated $412K sold.

Aigen Investment Management first reported a position in SF in Q4 2022 and held it in 5 quarters. The position peaked at $524K in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Aigen Investment Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 5,570 Stifel shares in Q2 2026, an estimated $412K.
  • Aigen Investment Management first reported a position in Stifel in Q4 2022 and held it in 5 quarters.
  • Aigen Investment Management's Stifel position peaked at $524K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.