Capital Advisors Ltd’s Stifel SF Stock Holding History

Capital Advisors Ltd’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	$3K	Hold	48	–	–	﹤0.01%	1070
2026 Q1	$4K	Hold	48	–	–	﹤0.01%	1013
2025 Q4	$4K	Hold	48	–	–	﹤0.01%	988
2025 Q3	$4K	Hold	48	–	–	﹤0.01%	972
2025 Q2	$3K	Hold	48	–	–	﹤0.01%	1015
2025 Q1	$3K	Hold	48	–	–	﹤0.01%	1004
2024 Q4	$3K	Hold	48	–	–	﹤0.01%	1026
2024 Q3	$3K	Sell	48 -2	-4%	-$114	﹤0.01%	1015
2024 Q2	$3K	Buy	50 +2	+4%	+$106	﹤0.01%	1011
2024 Q1	$3K	Hold	48	–	–	﹤0.01%	998
2023 Q4	$2K	Hold	48	–	–	﹤0.01%	1048
2023 Q3	$2K	Hold	48	–	–	﹤0.01%	1038
2023 Q2	$2K	Buy	48 +12	+33%	+$468	﹤0.01%	1046
2023 Q1	$1K	Buy	+36	New	+$1.51K	﹤0.01%	1108
2022 Q4	–	Sell	-41	Closed	-$1K	–	1588
2022 Q3	$1K	Buy	41 +32	+356%	+$1.26K	﹤0.01%	1109
2022 Q2	$0	Buy	+9	New	+$374	﹤0.01%	1291

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

Capital Advisors Ltd's SF Position: Q2 2026 in Review

Capital Advisors Ltd held its Stifel (SF) position steady in Q2 2026 at 48 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Capital Advisors Ltd first reported a position in SF in Q2 2022 and has held it in 16 quarters since. The position peaked at $4K in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Capital Advisors Ltd held 48 shares of Stifel worth $3K as of Q2 2026.
Capital Advisors Ltd left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1070 holding.
Capital Advisors Ltd first reported a position in Stifel in Q2 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Stifel position peaked at $4K in Q1 2026.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.