AI
SF

Atria Investments’s Stifel SF Stock Holding History

Atria Investments’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 		$1.4M Sell
20,044
-1,789
-8% -$133K 0.01% 937
2026
Q1 		$1.61M Sell
21,833
-28
-0.1% -$2.22K 0.02% 809
2025
Q4 		$1.82M Sell
21,861
-2,213
-9% -$177K 0.02% 767
2025
Q3 		$1.82M Sell
24,074
-2,016
-8% -$151K 0.02% 763
2025
Q2 		$1.81M Sell
26,090
-2,905
-10% -$178K 0.02% 769
2025
Q1 		$1.82M Buy
28,995
+1,263
+5% +$89K 0.02% 746
2024
Q4 		$1.96M Sell
27,732
-824
-3% -$58.8K 0.02% 686
2024
Q3 		$1.79M Sell
28,556
-3,222
-10% -$184K 0.02% 704
2024
Q2 		$1.78M Buy
31,778
+312
+1% +$16.5K 0.02% 688
2024
Q1 		$1.64M Buy
+31,466
New +$1.55M 0.02% 737

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

Atria Investments's SF Position: Q2 2026 in Review

Atria Investments reduced its Stifel (SF) stake by 8.2% in Q2 2026, selling an estimated $133K and leaving 20,044 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #937.

Atria Investments first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.96M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Atria Investments held 20,044 shares of Stifel worth $1.4M as of Q2 2026.
  • Atria Investments sold 1,789 Stifel shares in Q2 2026, an estimated $133K.
  • Stifel made up 0.01% of Atria Investments's portfolio in Q2 2026, its #937 holding.
  • Atria Investments first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Atria Investments's Stifel position peaked at $1.96M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.