AFC
SF

Ares Financial Consulting’s Stifel SF Stock Holding History

Ares Financial Consulting’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 		$2.16K Hold
31
– – ﹤0.01% 870
2026
Q1 		$2.29K Sell
31
-1
-3% -$79 ﹤0.01% 821
2025
Q4 		$2.63K Buy
+32
New +$2.56K ﹤0.01% 611

Other funds holding SF

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ares Financial Consulting's SF Position: Q2 2026 in Review

Ares Financial Consulting held its Stifel (SF) position steady in Q2 2026 at 31 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Ares Financial Consulting first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63K in Q4 2025. 246 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Ares Financial Consulting held 31 shares of Stifel worth $2.16K as of Q2 2026.
  • Ares Financial Consulting left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #870 holding.
  • Ares Financial Consulting first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Stifel position peaked at $2.63K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.