AlphaGrep UK’s Stifel SF Stock Holding History

AlphaGrep 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	$833K	Buy	+11,941	New	+$890K	0.25%	77
2026 Q1	–	Sell	-5,540	Closed	-$462K	–	918
2025 Q4	$462K	Buy	+5,540	New	+$443K	0.15%	236

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AlphaGrep UK's SF Position: Q2 2026 in Review

AlphaGrep UK opened a new position in Stifel (SF) in Q2 2026: 11,941 shares worth $833K. The stake represents 0.25% of the portfolio and ranks #77 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in SF as recently as Q4 2025.

AlphaGrep UK first reported a position in SF in Q4 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold SF as of Q2 2026.

AlphaGrep UK held 11,941 shares of Stifel worth $833K as of Q2 2026.
Stifel was a new AlphaGrep UK position in Q2 2026.
Stifel made up 0.25% of AlphaGrep UK's portfolio in Q2 2026, its #77 holding.
AlphaGrep UK first reported a position in Stifel in Q4 2025 and has held it in 2 quarters since.
558 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.