BAM
SF

Blueshift Asset Management’s Stifel SF Stock Holding History

Blueshift 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
-6,347
Closed -$469K – 730
2026
Q1 		$469K Buy
+6,347
New +$504K 0.14% 220
2022
Q4 		– Sell
-6,266
Closed -$217K – 603
2022
Q3 		$217K Sell
6,266
-7,531
-55% -$296K 0.05% 491
2022
Q2 		$515K Buy
13,797
+255
+2% +$10.6K 0.09% 322
2022
Q1 		$613K Sell
13,542
-13,325
-50% -$640K 0.06% 378
2021
Q4 		$1.26M Buy
+26,867
New +$1.3M 0.11% 252
2020
Q1 		– Sell
-14,753
Closed -$398K – 612
2019
Q4 		$398K Sell
14,753
-1,888
-11% -$49.3K 0.05% 513
2019
Q3 		$424K Buy
+16,641
New +$418K 0.06% 420

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

Blueshift Asset Management's SF Position: Q2 2026 in Review

Blueshift Asset Management sold out of Stifel (SF) in Q2 2026, closing a stake of 6,347 shares — an estimated $469K sold.

Blueshift Asset Management first reported a position in SF in Q3 2019 and held it in 7 quarters. The position peaked at $1.26M in Q4 2021. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Blueshift Asset Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 6,347 Stifel shares in Q2 2026, an estimated $469K.
  • Blueshift Asset Management first reported a position in Stifel in Q3 2019 and held it in 7 quarters.
  • Blueshift Asset Management's Stifel position peaked at $1.26M in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.