CFO
SF

Callan Family Office’s Stifel SF Stock Holding History

Callan Family Office’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 		$435K Sell
6,234
-1,096
-15% -$81.7K 0.01% 861
2026
Q1 		$542K Buy
7,330
+346
+5% +$27.5K 0.01% 739
2025
Q4 		$583K Buy
+6,984
New +$558K 0.01% 728

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

Callan Family Office's SF Position: Q2 2026 in Review

Callan Family Office reduced its Stifel (SF) stake by 15% in Q2 2026, selling an estimated $81.7K and leaving 6,234 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #861.

Callan Family Office first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $583K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Callan Family Office held 6,234 shares of Stifel worth $435K as of Q2 2026.
  • Callan Family Office sold 1,096 Stifel shares in Q2 2026, an estimated $81.7K.
  • Stifel made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #861 holding.
  • Callan Family Office first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Stifel position peaked at $583K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.