AG
SF

Algert Global’s Stifel SF Stock Holding History

Algert Global’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 		$28.6M Buy
409,817
+41,302
+11% +$3.08M 0.34% 30
2026
Q1 		$27.2M Buy
368,515
+75,598
+26% +$6M 0.41% 24
2025
Q4 		$24.5M Buy
292,917
+122,004
+71% +$9.75M 0.38% 31
2025
Q3 		$12.9M Buy
170,913
+68,610
+67% +$5.14M 0.22% 124
2025
Q2 		$7.08M Buy
102,303
+20,700
+25% +$1.27M 0.15% 222
2025
Q1 		$5.13M Hold
81,603
– – 0.13% 264
2024
Q4 		$5.77M Sell
81,603
-57,425
-41% -$4.1M 0.14% 241
2024
Q3 		$8.7M Buy
139,028
+12,780
+10% +$729K 0.23% 105
2024
Q2 		$7.08M Buy
126,248
+18,608
+17% +$986K 0.24% 105
2024
Q1 		$5.61M Hold
107,640
– – 0.22% 132
2023
Q4 		$4.96M Sell
107,640
-4,410
-4% -$181K 0.2% 141
2023
Q3 		$4.59M Sell
112,050
-10,605
-9% -$447K 0.22% 134
2023
Q2 		$4.88M Sell
122,655
-12,741
-9% -$497K 0.21% 121
2023
Q1 		$5.33M Buy
135,396
+105,513
+353% +$4.44M 0.25% 87
2022
Q4 		$1.16M Hold
29,883
– – 0.06% 514
2022
Q3 		$1.03M Buy
29,883
+7,282
+32% +$287K 0.06% 528
2022
Q2 		$844K Hold
22,601
– – 0.06% 548
2022
Q1 		$1.02M Buy
+22,601
New +$1.09M 0.07% 519
2021
Q4 		– Sell
-11,484
Closed -$520K – 1104
2021
Q3 		$520K Buy
+11,484
New +$512K 0.07% 520

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

Algert Global's SF Position: Q2 2026 in Review

Algert Global increased its Stifel (SF) stake by 11% in Q2 2026, buying an estimated $3.08M and bringing the position to 409,817 shares worth $28.6M. The position accounts for 0.34% of the portfolio, ranked #30.

Algert Global first reported a position in SF in Q3 2021 and has held it in 19 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Algert Global held 409,817 shares of Stifel worth $28.6M as of Q2 2026.
  • Algert Global bought 41,302 Stifel shares in Q2 2026, an estimated $3.08M.
  • Stifel made up 0.34% of Algert Global's portfolio in Q2 2026, its #30 holding.
  • Algert Global first reported a position in Stifel in Q3 2021 and has held it in 19 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.