BGDI
SF

BW Gestao de Investimentos’s Stifel SF Stock Holding History

BW Gestao de Investimentos’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 		– Sell
-124,967
Closed -$9.24M – 386
2026
Q1 		$9.24M Buy
124,967
+52,967
+74% +$4.21M 0.31% 89
2025
Q4 		$6.01M Buy
+72,000
New +$5.75M 0.14% 142

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

BW Gestao de Investimentos's SF Position: Q2 2026 in Review

BW Gestao de Investimentos sold out of Stifel (SF) in Q2 2026, closing a stake of 124,967 shares — an estimated $9.24M sold.

BW Gestao de Investimentos first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $9.24M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • BW Gestao de Investimentos reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • BW Gestao de Investimentos sold 124,967 Stifel shares in Q2 2026, an estimated $9.24M.
  • BW Gestao de Investimentos first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
  • BW Gestao de Investimentos's Stifel position peaked at $9.24M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.