AFG
SF

Albion Financial Group’s Stifel SF Stock Holding History

Albion Financial 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 		$1.88K Hold
27
– – ﹤0.01% 553
2026
Q1 		$2K Hold
27
– – ﹤0.01% 568
2025
Q4 		$2.25K Hold
27
– – ﹤0.01% 534
2025
Q3 		$2.04K Buy
+27
New +$2.02K ﹤0.01% 523

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

Albion Financial Group's SF Position: Q2 2026 in Review

Albion Financial Group held its Stifel (SF) position steady in Q2 2026 at 27 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Albion Financial Group first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.25K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Albion Financial Group held 27 shares of Stifel worth $1.88K as of Q2 2026.
  • Albion Financial Group left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #553 holding.
  • Albion Financial Group first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Albion Financial Group's Stifel position peaked at $2.25K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.