CIA
SF

Cape Investment Advisory’s Stifel SF Stock Holding History

Cape Investment Advisory’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 		$4.95K Buy
+71
New +$5.29K ﹤0.01% 1032
2026
Q1 		– Sell
-71
Closed -$5.88K – 1019
2025
Q4 		$5.88K Hold
71
– – ﹤0.01% 869
2025
Q3 		$5.33K Hold
71
– – 0.01% 506
2025
Q2 		$4.88K Buy
+71
New +$4.36K ﹤0.01% 758
2024
Q1 		– Sell
-36
Closed -$1.66K – 1139
2023
Q4 		$1.66K Buy
+36
New +$1.48K ﹤0.01% 955

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

Cape Investment Advisory's SF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Stifel (SF) in Q2 2026: 71 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SF as recently as Q4 2025.

Cape Investment Advisory first reported a position in SF in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.88K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Cape Investment Advisory held 71 shares of Stifel worth $4.95K as of Q2 2026.
  • Stifel was a new Cape Investment Advisory position in Q2 2026.
  • Stifel made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1032 holding.
  • Cape Investment Advisory first reported a position in Stifel in Q4 2023 and has held it in 5 quarters since.
  • Cape Investment Advisory's Stifel position peaked at $5.88K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.