BGAI
SF

Bruce G. Allen Investments’s Stifel SF Stock Holding History

Bruce G. Allen 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 		$71.4K Hold
1,023
– – 0.05% 211
2026
Q1 		$75.6K Sell
1,023
-17
-2% -$1.35K 0.05% 195
2025
Q4 		$86.8K Sell
1,040
-55
-5% -$4.4K 0.06% 182
2025
Q3 		$82.8K Sell
1,095
-14
-1% -$1.05K 0.06% 189
2025
Q2 		$76.7K Sell
1,109
-33
-3% -$2.03K 0.06% 195
2025
Q1 		$71.7K Buy
1,142
+17
+2% +$1.2K 0.06% 187
2024
Q4 		$79.6K Sell
1,125
-23
-2% -$1.64K 0.06% 176
2024
Q3 		$71.8K Buy
1,148
+44
+4% +$2.51K 0.06% 198
2024
Q2 		$61.9K Sell
1,104
-21
-2% -$1.11K 0.05% 207
2024
Q1 		$58.6K Sell
1,125
-15
-1% -$739 0.05% 213
2023
Q4 		$52.6K Buy
+1,140
New +$46.9K 0.05% 221

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

Bruce G. Allen Investments's SF Position: Q2 2026 in Review

Bruce G. Allen Investments held its Stifel (SF) position steady in Q2 2026 at 1,023 shares worth $71.4K. The position accounts for 0.05% of the portfolio, ranked #211.

Bruce G. Allen Investments first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $86.8K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Bruce G. Allen Investments held 1,023 shares of Stifel worth $71.4K as of Q2 2026.
  • Bruce G. Allen Investments left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #211 holding.
  • Bruce G. Allen Investments first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Stifel position peaked at $86.8K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.