BFS
SF

Bare Financial Services’s Stifel SF Stock Holding History

Bare Financial Services’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 		$837 Hold
12
– – ﹤0.01% 1444
2026
Q1 		$887 Hold
12
– – ﹤0.01% 1308
2025
Q4 		$1K Hold
12
– – ﹤0.01% 1141
2025
Q3 		$908 Hold
12
– – ﹤0.01% 1048
2025
Q2 		$830 Hold
12
– – ﹤0.01% 965
2025
Q1 		$754 Buy
+12
New +$846 ﹤0.01% 624

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

Bare Financial Services's SF Position: Q2 2026 in Review

Bare Financial Services held its Stifel (SF) position steady in Q2 2026 at 12 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Bare Financial Services first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Bare Financial Services held 12 shares of Stifel worth $837 as of Q2 2026.
  • Bare Financial Services left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1444 holding.
  • Bare Financial Services first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Stifel position peaked at $1K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.