BA
SF

Bridgewater Associates’s Stifel SF Stock Holding History

Bridgewater Associates’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 		$1.09M Sell
15,560
-25,721
-62% -$1.92M ﹤0.01% 828
2026
Q1 		$3.05M Sell
41,281
-35,207
-46% -$2.8M 0.01% 546
2025
Q4 		$6.39M Buy
76,488
+19,596
+34% +$1.57M 0.02% 462
2025
Q3 		$4.3M Buy
56,892
+36,241
+175% +$2.71M 0.02% 525
2025
Q2 		$1.43M Sell
20,651
-68,041
-77% -$4.18M 0.01% 445
2025
Q1 		$5.57M Buy
88,692
+83,886
+1,745% +$5.91M 0.03% 339
2024
Q4 		$340K Sell
4,806
-11,418
-70% -$815K ﹤0.01% 615
2024
Q3 		$1.02M Sell
16,224
-4,722
-23% -$269K 0.01% 599
2024
Q2 		$1.18M Buy
+20,946
New +$1.11M 0.01% 634
2024
Q1 		– Sell
-19,064
Closed -$879K – 785
2023
Q4 		$879K Sell
19,064
-37,003
-66% -$1.52M ﹤0.01% 653
2023
Q3 		$2.3M Buy
+56,067
New +$2.36M 0.01% 482

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

Bridgewater Associates's SF Position: Q2 2026 in Review

Bridgewater Associates reduced its Stifel (SF) stake by 62% in Q2 2026, selling an estimated $1.92M and leaving 15,560 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Bridgewater Associates first reported a position in SF in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Bridgewater Associates held 15,560 shares of Stifel worth $1.09M as of Q2 2026.
  • Bridgewater Associates sold 25,721 Stifel shares in Q2 2026, an estimated $1.92M.
  • Stifel made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #828 holding.
  • Bridgewater Associates first reported a position in Stifel in Q3 2023 and has held it in 11 quarters since.
  • Bridgewater Associates's Stifel position peaked at $6.39M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.