AA
SF

Ancora Advisors’s Stifel SF Stock Holding History

Ancora Advisors’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 		$17.7M Sell
254,005
-17,098
-6% -$1.27M 0.34% 61
2026
Q1 		$20M Sell
271,103
-34,998
-11% -$2.78M 0.43% 45
2025
Q4 		$25.6M Buy
306,101
+6,803
+2% +$544K 0.53% 40
2025
Q3 		$22.6M Buy
299,298
+3,480
+1% +$261K 0.45% 46
2025
Q2 		$20.5M Buy
295,818
+91,885
+45% +$5.64M 0.42% 49
2025
Q1 		$12.8M Buy
203,933
+5,816
+3% +$410K 0.29% 69
2024
Q4 		$14M Sell
198,117
-881
-0.4% -$62.9K 0.31% 63
2024
Q3 		$12.5M Buy
198,998
+10,814
+6% +$617K 0.28% 75
2024
Q2 		$10.6M Buy
+188,184
New +$9.97M 0.26% 77

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

Ancora Advisors's SF Position: Q2 2026 in Review

Ancora Advisors reduced its Stifel (SF) stake by 6.3% in Q2 2026, selling an estimated $1.27M and leaving 254,005 shares worth $17.7M. The position accounts for 0.34% of the portfolio, ranked #61.

Ancora Advisors first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.6M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Ancora Advisors held 254,005 shares of Stifel worth $17.7M as of Q2 2026.
  • Ancora Advisors sold 17,098 Stifel shares in Q2 2026, an estimated $1.27M.
  • Stifel made up 0.34% of Ancora Advisors's portfolio in Q2 2026, its #61 holding.
  • Ancora Advisors first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Ancora Advisors's Stifel position peaked at $25.6M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.