AFG
SF

Atomi Financial Group’s Stifel SF Stock Holding History

Atomi Financial Group’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 		$223K Sell
3,199
-752
-19% -$56.1K 0.01% 1170
2026
Q1 		$292K Sell
3,951
-333
-8% -$26.4K 0.01% 958
2025
Q4 		$358K Buy
4,284
+612
+17% +$48.9K 0.01% 845
2025
Q3 		$278K Buy
3,672
+508
+16% +$38K 0.01% 937
2025
Q2 		$219K Buy
+3,164
New +$194K 0.01% 999

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

Atomi Financial Group's SF Position: Q2 2026 in Review

Atomi Financial Group reduced its Stifel (SF) stake by 19% in Q2 2026, selling an estimated $56.1K and leaving 3,199 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1170.

Atomi Financial Group first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Atomi Financial Group held 3,199 shares of Stifel worth $223K as of Q2 2026.
  • Atomi Financial Group sold 752 Stifel shares in Q2 2026, an estimated $56.1K.
  • Stifel made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1170 holding.
  • Atomi Financial Group first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Atomi Financial Group's Stifel position peaked at $358K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.