BP
SF

Ballentine Partners’s Stifel SF Stock Holding History

Ballentine Partners’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 		$264K Buy
3,790
+684
+22% +$51K ﹤0.01% 860
2026
Q1 		$230K Sell
3,106
-265
-8% -$21K ﹤0.01% 865
2025
Q4 		$281K Buy
3,371
+83
+3% +$6.63K ﹤0.01% 742
2025
Q3 		$249K Buy
3,288
+63
+2% +$4.72K ﹤0.01% 817
2025
Q2 		$223K Buy
+3,225
New +$198K ﹤0.01% 833

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

Ballentine Partners's SF Position: Q2 2026 in Review

Ballentine Partners increased its Stifel (SF) stake by 22% in Q2 2026, buying an estimated $51K and bringing the position to 3,790 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Ballentine Partners first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Ballentine Partners held 3,790 shares of Stifel worth $264K as of Q2 2026.
  • Ballentine Partners bought 684 Stifel shares in Q2 2026, an estimated $51K.
  • Stifel made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #860 holding.
  • Ballentine Partners first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Stifel position peaked at $281K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.