BFIM
SF

Beese Fulmer Investment Management’s Stifel SF Stock Holding History

Beese Fulmer Investment 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
-4,896
Closed -$362K – 476
2026
Q1 		$362K Buy
4,896
+1,572
+47% +$125K 0.02% 267
2025
Q4 		$277K Buy
+3,324
New +$266K 0.02% 306

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

Beese Fulmer Investment Management's SF Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Stifel (SF) in Q2 2026, closing a stake of 4,896 shares — an estimated $362K sold.

Beese Fulmer Investment Management first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $362K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4,896 Stifel shares in Q2 2026, an estimated $362K.
  • Beese Fulmer Investment Management first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Stifel position peaked at $362K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.