Aster Capital Management’s Stifel SF Stock Holding History

Aster 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	$755K	Buy	10,818 +10,215	+1,694%	+$762K	0.16%	198
2026 Q1	$56.8K	Sell	603 -488	-45%	-$38.8K	0.02%	417
2025 Q4	$91K	Sell	1,091 -3,007	-73%	-$240K	0.04%	364
2025 Q3	$310K	Buy	+4,098	New	+$307K	0.16%	182
2025 Q1	–	Sell	-149	Closed	-$10.5K	–	1626
2024 Q4	$10.5K	Buy	+149	New	+$10.6K	﹤0.01%	759

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

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

Aster Capital Management increased its Stifel (SF) stake by 1,694% in Q2 2026, buying an estimated $762K and bringing the position to 10,818 shares worth $755K. The position accounts for 0.16% of the portfolio, ranked #198.

Aster Capital Management first reported a position in SF in Q4 2024 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Aster Capital Management held 10,818 shares of Stifel worth $755K as of Q2 2026.
Aster Capital Management bought 10,215 Stifel shares in Q2 2026, an estimated $762K.
Stifel made up 0.16% of Aster Capital Management's portfolio in Q2 2026, its #198 holding.
Aster Capital Management first reported a position in Stifel in Q4 2024 and has held it in 5 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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