AU
SF

Algebris (UK)’s Stifel SF Stock Holding History

Algebris (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 		$70.1M Buy
1,007,696
+403,328
+67% +$30.1M 4.61% 6
2026
Q1 		$44.6M Buy
604,368
+127,617
+27% +$10.1M 3.23% 14
2025
Q4 		$39.8M Buy
476,751
+107,454
+29% +$8.59M 3.16% 10
2025
Q3 		$27.9M Buy
369,297
+213,334
+137% +$16M 3.16% 12
2025
Q2 		$10.8M Buy
155,963
+63,213
+68% +$3.88M 1.7% 21
2025
Q1 		$5.4M Buy
92,750
+48,356
+109% +$3.41M 0.98% 27
2024
Q4 		$3.03M Buy
+44,394
New +$3.17M 0.77% 26
2023
Q2 		– Sell
-43,755
Closed -$1.73M – 43
2023
Q1 		$1.73M Buy
+43,755
New +$1.84M 0.69% 22

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

Algebris (UK)'s SF Position: Q2 2026 in Review

Algebris (UK) increased its Stifel (SF) stake by 67% in Q2 2026, buying an estimated $30.1M and bringing the position to 1,007,696 shares worth $70.1M. The position accounts for 4.61% of the portfolio, ranked #6.

Algebris (UK) first reported a position in SF in Q1 2023 and has held it in 8 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Algebris (UK) held 1,007,696 shares of Stifel worth $70.1M as of Q2 2026.
  • Algebris (UK) bought 403,328 Stifel shares in Q2 2026, an estimated $30.1M.
  • Stifel made up 4.61% of Algebris (UK)'s portfolio in Q2 2026, its #6 holding.
  • Algebris (UK) first reported a position in Stifel in Q1 2023 and has held it in 8 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Algebris (UK)'s 13F filing for Q2 2026, filed 11 Aug 2026.