BHC
SF

Bull Harbor Capital’s Stifel SF Stock Holding History

Bull Harbor Capital’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 		$556K Sell
7,966
-5,985
-43% -$446K 0.11% 268
2026
Q1 		$1.03M Buy
+13,951
New +$1.11M 0.28% 105

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

Bull Harbor Capital's SF Position: Q2 2026 in Review

Bull Harbor Capital reduced its Stifel (SF) stake by 43% in Q2 2026, selling an estimated $446K and leaving 7,966 shares worth $556K. The position accounts for 0.11% of the portfolio, ranked #268.

Bull Harbor Capital first reported a position in SF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Bull Harbor Capital held 7,966 shares of Stifel worth $556K as of Q2 2026.
  • Bull Harbor Capital sold 5,985 Stifel shares in Q2 2026, an estimated $446K.
  • Stifel made up 0.11% of Bull Harbor Capital's portfolio in Q2 2026, its #268 holding.
  • Bull Harbor Capital first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • Bull Harbor Capital's Stifel position peaked at $1.03M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.