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Brown, Lisle/Cummings’s Stifel SF Stock Holding History

Brown, Lisle/Cummings’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 		$977 Sell
14
-2
-13% -$149 ﹤0.01% 960
2026
Q1 		$1.18K Buy
+16
New +$1.27K ﹤0.01% 915

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

Brown, Lisle/Cummings's SF Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Stifel (SF) stake by 13% in Q2 2026, selling an estimated $149 and leaving 14 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Brown, Lisle/Cummings first reported a position in SF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.18K in Q1 2026. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Brown, Lisle/Cummings held 14 shares of Stifel worth $977 as of Q2 2026.
  • Brown, Lisle/Cummings sold 2 Stifel shares in Q2 2026, an estimated $149.
  • Stifel made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #960 holding.
  • Brown, Lisle/Cummings first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Stifel position peaked at $1.18K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.