Annis Gardner Whiting Capital Advisors’s Stifel SF Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-215	Closed	-$15.9K	–	1087
2026 Q1	$15.9K	Sell	215 -1	-0.5%	-$79	﹤0.01%	787
2025 Q4	$18K	Hold	216	–	–	﹤0.01%	676
2025 Q3	$16.3K	Buy	216 +115	+114%	+$8.61K	﹤0.01%	640
2025 Q2	$6.95K	Hold	101	–	–	﹤0.01%	796
2025 Q1	$6.32K	Hold	101	–	–	﹤0.01%	601
2024 Q4	$7.11K	Hold	101	–	–	﹤0.01%	576
2024 Q3	$6.29K	Sell	101 -49	-33%	-$2.79K	﹤0.01%	612
2024 Q2	$8.41K	Hold	150	–	–	﹤0.01%	708
2024 Q1	$7.82K	Hold	150	–	–	﹤0.01%	703
2023 Q4	$6.92K	Hold	150	–	–	﹤0.01%	510
2023 Q3	$6.14K	Buy	+150	New	+$6.32K	﹤0.01%	509

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

Annis Gardner Whiting Capital Advisors's SF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Stifel (SF) in Q2 2026, closing a stake of 215 shares — an estimated $15.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SF in Q3 2023 and held it in 11 quarters. The position peaked at $18K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 215 Stifel shares in Q2 2026, an estimated $15.9K.
Annis Gardner Whiting Capital Advisors first reported a position in Stifel in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Stifel position peaked at $18K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.