AC
SF

AXQ Capital’s Stifel SF Stock Holding History

AXQ Capital’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 		$2.23M Buy
31,972
+8,236
+35% +$614K 0.24% 124
2026
Q1 		$1.75M Buy
23,736
+18,754
+376% +$1.49M 0.23% 135
2025
Q4 		$416K Sell
4,982
-492
-9% -$39.3K 0.09% 332
2025
Q3 		$414K Buy
+5,474
New +$410K 0.16% 236
2025
Q2 		– Sell
-16,566
Closed -$1.04M – 760
2025
Q1 		$1.04M Buy
+16,566
New +$1.17M 0.42% 53
2024
Q4 		– Sell
-6,279
Closed -$393K – 605
2024
Q3 		$393K Buy
+6,279
New +$358K 0.12% 296
2024
Q1 		– Sell
-6,908
Closed -$318K – 856
2023
Q4 		$318K Sell
6,908
-2,476
-26% -$102K 0.08% 369
2023
Q3 		$384K Buy
+9,384
New +$395K 0.14% 263

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

AXQ Capital's SF Position: Q2 2026 in Review

AXQ Capital increased its Stifel (SF) stake by 35% in Q2 2026, buying an estimated $614K and bringing the position to 31,972 shares worth $2.23M. The position accounts for 0.24% of the portfolio, ranked #124.

AXQ Capital first reported a position in SF in Q3 2023 and has held it in 8 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • AXQ Capital held 31,972 shares of Stifel worth $2.23M as of Q2 2026.
  • AXQ Capital bought 8,236 Stifel shares in Q2 2026, an estimated $614K.
  • Stifel made up 0.24% of AXQ Capital's portfolio in Q2 2026, its #124 holding.
  • AXQ Capital first reported a position in Stifel in Q3 2023 and has held it in 8 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.