AFC
SF

Avise Financial Cooperative’s Stifel SF Stock Holding History

Avise Financial Cooperative’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 		$325K Sell
4,663
-610
-12% -$45.5K 0.23% 81
2026
Q1 		$390K Buy
5,273
+813
+18% +$64.6K 0.32% 65
2025
Q4 		$372K Buy
+4,460
New +$356K 0.34% 60

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

Avise Financial Cooperative's SF Position: Q2 2026 in Review

Avise Financial Cooperative reduced its Stifel (SF) stake by 12% in Q2 2026, selling an estimated $45.5K and leaving 4,663 shares worth $325K. The position accounts for 0.23% of the portfolio, ranked #81.

Avise Financial Cooperative first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $390K in Q1 2026. 589 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Avise Financial Cooperative held 4,663 shares of Stifel worth $325K as of Q2 2026.
  • Avise Financial Cooperative sold 610 Stifel shares in Q2 2026, an estimated $45.5K.
  • Stifel made up 0.23% of Avise Financial Cooperative's portfolio in Q2 2026, its #81 holding.
  • Avise Financial Cooperative first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Avise Financial Cooperative's Stifel position peaked at $390K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.