BAAM
SF

Baker Avenue Asset Management’s Stifel SF Stock Holding History

Baker Avenue Asset Management’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 		– Sell
-2,825
Closed -$209K – 855
2026
Q1 		$209K Buy
+2,825
New +$224K ﹤0.01% 716
2023
Q4 		– Sell
-129
Closed -$5.28K – 1290
2023
Q3 		$5.28K Buy
+129
New +$5.43K ﹤0.01% 928
2022
Q3 		– Sell
-13,932
Closed -$520K – 371
2022
Q2 		$520K Buy
13,932
+3
+0% +$125 0.03% 210
2022
Q1 		$630K Buy
13,929
+453
+3% +$21.8K 0.03% 197
2021
Q4 		$633K Buy
13,476
+748
+6% +$36.3K 0.03% 203
2021
Q3 		$576K Sell
12,728
-360
-3% -$16.1K 0.03% 171
2021
Q2 		$565K Sell
13,088
-2,124
-14% -$95.3K 0.03% 173
2021
Q1 		$649K Sell
15,212
-1,485
-9% -$57.9K 0.04% 157
2020
Q4 		$561K Sell
16,697
-84
-0.5% -$2.49K 0.04% 161
2020
Q3 		$377K Buy
16,781
+3,297
+24% +$73.6K 0.03% 176
2020
Q2 		$284K Buy
13,484
+785
+6% +$15.8K 0.02% 199
2020
Q1 		$232K Sell
12,699
-8,433
-40% -$211K 0.03% 176
2019
Q4 		$569K Buy
21,132
+10,408
+97% +$272K 0.04% 189
2019
Q3 		$273K Sell
10,724
-540
-5% -$13.6K 0.02% 217
2019
Q2 		$295K Sell
11,264
-1,098
-9% -$28K 0.02% 210
2019
Q1 		$289K Buy
+12,362
New +$280K 0.02% 217
2014
Q3 		– Sell
-114,208
Closed -$2.4M – 302
2014
Q2 		$2.4M Sell
114,208
-38,682
-25% -$797K 0.35% 98
2014
Q1 		$3.38M Buy
152,890
+13,401
+10% +$285K 0.54% 57
2013
Q4 		$2.97M Sell
139,489
-70,189
-33% -$1.35M 0.57% 49
2013
Q3 		$3.84M Buy
209,678
+45,426
+28% +$793K 0.81% 32
2013
Q2 		$2.6M Buy
+164,252
New +$2.49M 0.64% 51

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

Baker Avenue Asset Management's SF Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of Stifel (SF) in Q2 2026, closing a stake of 2,825 shares — an estimated $209K sold.

Baker Avenue Asset Management first reported a position in SF in Q2 2013 and held it in 21 quarters. The position peaked at $3.84M in Q3 2013. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Baker Avenue Asset Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,825 Stifel shares in Q2 2026, an estimated $209K.
  • Baker Avenue Asset Management first reported a position in Stifel in Q2 2013 and held it in 21 quarters.
  • Baker Avenue Asset Management's Stifel position peaked at $3.84M in Q3 2013.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.