Aviva’s Stifel SF Stock Holding History

Aviva’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	$365K	Sell	5,228 -28	-0.5%	-$2.09K	﹤0.01%	820
2026 Q1	$389K	Sell	5,256 -1,806	-26%	-$143K	﹤0.01%	807
2025 Q4	$590K	Buy	+7,062	New	+$564K	﹤0.01%	699
2024 Q2	–	Sell	-16,883	Closed	-$880K	–	962
2024 Q1	$880K	Buy	+16,883	New	+$831K	﹤0.01%	682
2023 Q4	–	Sell	-37,049	Closed	-$1.52M	–	1011
2023 Q3	$1.52M	Buy	+37,049	New	+$1.56M	0.01%	657

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

Aviva's SF Position: Q2 2026 in Review

Aviva reduced its Stifel (SF) stake by 0.53% in Q2 2026, selling an estimated $2.09K and leaving 5,228 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Aviva first reported a position in SF in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2023. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Aviva held 5,228 shares of Stifel worth $365K as of Q2 2026.
Aviva sold 28 Stifel shares in Q2 2026, an estimated $2.09K.
Stifel made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #820 holding.
Aviva first reported a position in Stifel in Q3 2023 and has held it in 5 quarters since.
Aviva's Stifel position peaked at $1.52M in Q3 2023.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.