ACM
SF

Aquatic Capital Management’s Stifel SF Stock Holding History

Aquatic Capital Management’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 		$3.41M Buy
48,833
+8,656
+22% +$645K 0.12% 221
2026
Q1 		$2.97M Buy
40,177
+28,385
+241% +$2.25M 0.09% 288
2025
Q4 		$984K Sell
11,792
-39,051
-77% -$3.12M 0.03% 553
2025
Q3 		$3.85M Buy
50,843
+36,767
+261% +$2.75M 0.07% 328
2025
Q2 		$974K Sell
14,076
-38,589
-73% -$2.37M 0.02% 652
2025
Q1 		$3.31M Buy
+52,665
New +$3.71M 0.08% 297
2024
Q2 		– Sell
-23,850
Closed -$1.24M – 1559
2024
Q1 		$1.24M Sell
23,850
-21,150
-47% -$1.04M 0.04% 347
2023
Q4 		$2.07M Buy
45,000
+37,650
+512% +$1.55M 0.05% 323
2023
Q3 		$301K Buy
7,350
+2,100
+40% +$88.4K 0.01% 589
2023
Q2 		$209K Sell
5,250
-18,450
-78% -$720K 0.01% 653
2023
Q1 		$934K Buy
23,700
+16,350
+222% +$687K 0.06% 289
2022
Q4 		$286K Sell
7,350
-2,550
-26% -$101K 0.02% 664
2022
Q3 		$343K Buy
+9,900
New +$390K 0.03% 494
2022
Q2 		– Sell
-300
Closed -$14K – 1538
2022
Q1 		$14K Buy
+300
New +$14.4K 0.02% 588

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

Aquatic Capital Management's SF Position: Q2 2026 in Review

Aquatic Capital Management increased its Stifel (SF) stake by 22% in Q2 2026, buying an estimated $645K and bringing the position to 48,833 shares worth $3.41M. The position accounts for 0.12% of the portfolio, ranked #221.

Aquatic Capital Management first reported a position in SF in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.85M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Aquatic Capital Management held 48,833 shares of Stifel worth $3.41M as of Q2 2026.
  • Aquatic Capital Management bought 8,656 Stifel shares in Q2 2026, an estimated $645K.
  • Stifel made up 0.12% of Aquatic Capital Management's portfolio in Q2 2026, its #221 holding.
  • Aquatic Capital Management first reported a position in Stifel in Q1 2022 and has held it in 14 quarters since.
  • Aquatic Capital Management's Stifel position peaked at $3.85M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.