Caerus Investment Advisors’s Stifel SF Stock Holding History

Caerus Investment Advisors’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	-5,751	Closed	-$425K	–	382
2026 Q1	$425K	Sell	5,751 -2,256	-28%	-$179K	0.18%	115
2025 Q4	$668K	Buy	+8,007	New	+$640K	0.22%	102

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caerus Investment Advisors's SF Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Stifel (SF) in Q2 2026, closing a stake of 5,751 shares — an estimated $425K sold.

Caerus Investment Advisors first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $668K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Caerus Investment Advisors reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Caerus Investment Advisors sold 5,751 Stifel shares in Q2 2026, an estimated $425K.
Caerus Investment Advisors first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
Caerus Investment Advisors's Stifel position peaked at $668K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.