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Brooklyn Investment Group’s Stifel SF Stock Holding History

Brooklyn Investment Group’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
Q1 		$379K Buy
5,130
+1,330
+35% +$106K 0.01% 1236
2025
Q4 		$323K Buy
+3,800
New +$304K 0.01% 988
2025
Q3 		– Sell
-1,512
Closed -$105K – 2322
2025
Q2 		$105K Buy
1,512
+1,215
+409% +$74.6K 0.01% 912
2025
Q1 		$18.7K Buy
297
+270
+1,000% +$19K ﹤0.01% 1206
2024
Q4 		$1.91K Buy
27
+25
+1,250% +$1.78K ﹤0.01% 1473
2024
Q3 		$94 Buy
+2
New +$114 ﹤0.01% 995

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brooklyn Investment Group's SF Position: Q1 2026 in Review

Brooklyn Investment Group increased its Stifel (SF) stake by 35% in Q1 2026, buying an estimated $106K and bringing the position to 5,130 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1236.

Brooklyn Investment Group first reported a position in SF in Q3 2024 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Brooklyn Investment Group held 5,130 shares of Stifel worth $379K as of Q1 2026.
  • Brooklyn Investment Group bought 1,330 Stifel shares in Q1 2026, an estimated $106K.
  • Stifel made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1236 holding.
  • Brooklyn Investment Group first reported a position in Stifel in Q3 2024 and has held it in 6 quarters since.
  • 635 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.