Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Stifel SF Stock Holding History

Cambridge Investment Research 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 		$428K Buy
6,139
+112
+2% +$8.35K ﹤0.01% 3112
2026
Q1 		$446K Sell
6,027
-273
-4% -$21.7K ﹤0.01% 2907
2025
Q4 		$526K Buy
6,300
+469
+8% +$37.5K ﹤0.01% 2670
2025
Q3 		$441K Buy
5,831
+825
+16% +$61.8K ﹤0.01% 2784
2025
Q2 		$346K Sell
5,006
-733
-13% -$45K ﹤0.01% 2864
2025
Q1 		$361K Buy
+5,739
New +$405K ﹤0.01% 2714
2024
Q4 		– Sell
-7,778
Closed -$487K – 3580
2024
Q3 		$487K Buy
+7,778
New +$444K ﹤0.01% 2440

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's SF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Stifel (SF) stake by 1.9% in Q2 2026, buying an estimated $8.35K and bringing the position to 6,139 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Cambridge Investment Research Advisors first reported a position in SF in Q3 2024 and has held it in 7 quarters since. The position peaked at $526K in Q4 2025. 596 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Cambridge Investment Research Advisors held 6,139 shares of Stifel worth $428K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 112 Stifel shares in Q2 2026, an estimated $8.35K.
  • Stifel made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3112 holding.
  • Cambridge Investment Research Advisors first reported a position in Stifel in Q3 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's Stifel position peaked at $526K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.