Baird Financial Group
SF

Baird Financial Group’s Stifel SF Stock Holding History

Baird 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 		$581K Buy
8,331
+116
+1% +$8.65K ﹤0.01% 1495
2026
Q1 		$607K Buy
8,215
+295
+4% +$23.4K ﹤0.01% 1419
2025
Q4 		$661K Buy
7,920
+601
+8% +$48K ﹤0.01% 1384
2025
Q3 		$554K Sell
7,319
-72
-1% -$5.39K ﹤0.01% 1435
2025
Q2 		$511K Buy
7,391
+50
+0.7% +$3.07K ﹤0.01% 1410
2025
Q1 		$461K Buy
7,341
+42
+0.6% +$2.96K ﹤0.01% 1420
2024
Q4 		$516K Buy
7,299
+30
+0.4% +$2.14K ﹤0.01% 1373
2024
Q3 		$455K Buy
7,269
+1,419
+24% +$81K ﹤0.01% 1408
2024
Q2 		$328K Hold
5,850
– – ﹤0.01% 1530
2024
Q1 		$305K Buy
5,850
+153
+3% +$7.53K ﹤0.01% 1545
2023
Q4 		$263K Sell
5,697
-167
-3% -$6.87K ﹤0.01% 1561
2023
Q3 		$240K Hold
5,864
– – ﹤0.01% 1570
2023
Q2 		$233K Sell
5,864
-49
-0.8% -$1.91K ﹤0.01% 1572
2023
Q1 		$233K Buy
5,913
+37
+0.6% +$1.55K ﹤0.01% 1574
2022
Q4 		$229K Buy
+5,876
New +$232K ﹤0.01% 1564
2022
Q3 		– Sell
-26,657
Closed -$995K – 1826
2022
Q2 		$995K Buy
26,657
+453
+2% +$18.8K ﹤0.01% 1086
2022
Q1 		$1.19M Sell
26,204
-744
-3% -$35.7K ﹤0.01% 1072
2021
Q4 		$1.26M Buy
26,948
+60
+0.2% +$2.91K ﹤0.01% 1113
2021
Q3 		$1.22M Buy
26,888
+21,261
+378% +$948K ﹤0.01% 1125
2021
Q2 		$243K Hold
5,627
– – ﹤0.01% 1629
2021
Q1 		$240K Buy
+5,627
New +$219K ﹤0.01% 1587

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

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

Baird Financial Group increased its Stifel (SF) stake by 1.4% in Q2 2026, buying an estimated $8.65K and bringing the position to 8,331 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Baird Financial Group first reported a position in SF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.26M in Q4 2021. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Baird Financial Group held 8,331 shares of Stifel worth $581K as of Q2 2026.
  • Baird Financial Group bought 116 Stifel shares in Q2 2026, an estimated $8.65K.
  • Stifel made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1495 holding.
  • Baird Financial Group first reported a position in Stifel in Q1 2021 and has held it in 21 quarters since.
  • Baird Financial Group's Stifel position peaked at $1.26M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.