BCI
SF icon

Brinker Capital Investments’s Stifel SF Stock Holding History

Brinker Capital Investments’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 		$4.11M Buy
58,941
+480
+0.8% +$35.8K 0.03% 458
2026
Q1 		$4.32M Sell
58,461
-10,604
-15% -$842K 0.04% 411
2025
Q4 		$5.77M Sell
69,065
-5,214
-7% -$417K 0.04% 382
2025
Q3 		$5.62M Buy
74,279
+123
+0.2% +$9.21K 0.04% 389
2025
Q2 		$5.13M Buy
74,156
+1,443
+2% +$88.6K 0.04% 382
2025
Q1 		$4.57M Buy
72,713
+1,448
+2% +$102K 0.04% 372
2024
Q4 		$5.04M Sell
71,265
-567
-0.8% -$40.5K 0.05% 323
2024
Q3 		$4.5M Sell
71,832
-2,067
-3% -$118K 0.04% 361
2024
Q2 		$4.15M Sell
73,899
-3,848
-5% -$204K 0.04% 366
2024
Q1 		$4.05M Buy
77,747
+7,319
+10% +$360K 0.04% 377
2023
Q4 		$3.31M Sell
70,428
-5,940
-8% -$244K 0.04% 417
2023
Q3 		$3.13M Buy
76,368
+29,634
+63% +$1.25M 0.04% 420
2023
Q2 		$1.86M Sell
46,734
-1,818
-4% -$70.9K 0.02% 690
2023
Q1 		$1.91M Buy
48,552
+21,717
+81% +$913K 0.02% 613
2022
Q4 		$1.04M Buy
26,835
+43
+0.2% +$1.7K 0.02% 712
2022
Q3 		$927K Sell
26,792
-139
-0.5% -$5.47K 0.02% 746
2022
Q2 		$1.01M Buy
26,931
+259
+1% +$10.8K 0.02% 743
2022
Q1 		$1.21M Sell
26,672
-1,278
-5% -$61.4K 0.02% 725
2021
Q4 		$1.31M Buy
27,950
+699
+3% +$33.9K 0.02% 717
2021
Q3 		$1.18M Hold
27,251
– – 0.02% 715
2021
Q2 		$1.18M Sell
27,251
-23,175
-46% -$1.04M 0.02% 768
2021
Q1 		$2.15M Buy
50,426
+3,135
+7% +$122K 0.03% 490
2020
Q4 		$1.59M Sell
47,291
-10,412
-18% -$309K 0.02% 599
2020
Q3 		$1.3M Buy
+57,703
New +$1.29M 0.02% 607

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's SF Position: Q2 2026 in Review

Brinker Capital Investments increased its Stifel (SF) stake by 0.82% in Q2 2026, buying an estimated $35.8K and bringing the position to 58,941 shares worth $4.11M. The position accounts for 0.03% of the portfolio, ranked #458.

Brinker Capital Investments first reported a position in SF in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.77M in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Brinker Capital Investments held 58,941 shares of Stifel worth $4.11M as of Q2 2026.
  • Brinker Capital Investments bought 480 Stifel shares in Q2 2026, an estimated $35.8K.
  • Stifel made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #458 holding.
  • Brinker Capital Investments first reported a position in Stifel in Q3 2020 and has held it in 24 quarters since.
  • Brinker Capital Investments's Stifel position peaked at $5.77M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.