CJ
SF

Caitlin John’s Stifel SF Stock Holding History

Caitlin John’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 		$40.7K Sell
583
-3,259
-85% -$243K 0.02% 393
2026
Q1 		$284K Sell
3,842
-2,163
-36% -$172K 0.17% 118
2025
Q4 		$501K Buy
+6,005
New +$480K 0.33% 64

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

Caitlin John's SF Position: Q2 2026 in Review

Caitlin John reduced its Stifel (SF) stake by 85% in Q2 2026, selling an estimated $243K and leaving 583 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #393.

Caitlin John first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Caitlin John held 583 shares of Stifel worth $40.7K as of Q2 2026.
  • Caitlin John sold 3,259 Stifel shares in Q2 2026, an estimated $243K.
  • Stifel made up 0.02% of Caitlin John's portfolio in Q2 2026, its #393 holding.
  • Caitlin John first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's Stifel position peaked at $501K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.