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Altshuler Shaham’s Stifel SF Stock Holding History

Altshuler Shaham’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 		$31.7K Buy
+455
New +$33.9K ﹤0.01% 261
2024
Q2 		– Sell
-668
Closed -$34.8K – 349
2024
Q1 		$34.8K Sell
668
-328
-33% -$16.1K ﹤0.01% 115
2023
Q4 		$45.9K Sell
996
-377
-27% -$15.5K ﹤0.01% 120
2023
Q3 		$56.2K Sell
1,373
-877
-39% -$36.9K ﹤0.01% 138
2023
Q2 		$89.5K Buy
+2,250
New +$87.8K ﹤0.01% 147
2022
Q4 		– Sell
-3,051
Closed -$106K – 580
2022
Q3 		$106K Sell
3,051
-353
-10% -$13.9K ﹤0.01% 164
2022
Q2 		$127K Sell
3,404
-208
-6% -$8.64K ﹤0.01% 162
2022
Q1 		$164K Buy
3,612
+420
+13% +$20.2K ﹤0.01% 235
2021
Q4 		$150K Buy
+3,192
New +$155K ﹤0.01% 282

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 $3.38T AUM 44.17% 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

Altshuler Shaham's SF Position: Q2 2026 in Review

Altshuler Shaham opened a new position in Stifel (SF) in Q2 2026: 455 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in SF as recently as Q1 2024.

Altshuler Shaham first reported a position in SF in Q4 2021 and has held it in 9 quarters since. The position peaked at $164K in Q1 2022. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Altshuler Shaham held 455 shares of Stifel worth $31.7K as of Q2 2026.
  • Stifel was a new Altshuler Shaham position in Q2 2026.
  • Stifel made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #261 holding.
  • Altshuler Shaham first reported a position in Stifel in Q4 2021 and has held it in 9 quarters since.
  • Altshuler Shaham's Stifel position peaked at $164K in Q1 2022.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.