American Capital Advisory’s Stifel SF Stock Holding History

American Capital Advisory’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	$349	Buy	5 +2	+67%	+$149	﹤0.01%	1013
2026 Q1	$222	Sell	3 -9	-75%	-$715	﹤0.01%	1017
2025 Q4	$1K	Buy	12 +10	+500%	+$799	﹤0.01%	596
2025 Q3	$114	Hold	2	–	–	﹤0.01%	948
2025 Q2	$104	Sell	2 -7	-78%	-$430	﹤0.01%	838
2025 Q1	$566	Buy	+9	New	+$634	﹤0.01%	499

Other funds holding SF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

American Capital Advisory's SF Position: Q2 2026 in Review

American Capital Advisory increased its Stifel (SF) stake by 67% in Q2 2026, buying an estimated $149 and bringing the position to 5 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

American Capital Advisory first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

American Capital Advisory held 5 shares of Stifel worth $349 as of Q2 2026.
American Capital Advisory bought 2 Stifel shares in Q2 2026, an estimated $149.
Stifel made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1013 holding.
American Capital Advisory first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
American Capital Advisory's Stifel position peaked at $1K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.