CG
SF

Caprock Group’s Stifel SF Stock Holding History

Caprock Group’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 		– Sell
-3,234
Closed -$239K – 1312
2026
Q1 		$239K Sell
3,234
-2,454
-43% -$195K 0.01% 993
2025
Q4 		$475K Buy
+5,688
New +$455K 0.01% 847
2025
Q1 		$249K Sell
3,962
-633
-14% -$44.6K 0.01% 935
2024
Q4 		$325K Buy
4,595
+359
+8% +$25.6K 0.01% 771
2024
Q3 		$265K Buy
4,236
+369
+10% +$21.1K 0.01% 762
2024
Q2 		$217K Buy
+3,867
New +$205K 0.01% 787

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

Caprock Group's SF Position: Q2 2026 in Review

Caprock Group sold out of Stifel (SF) in Q2 2026, closing a stake of 3,234 shares — an estimated $239K sold.

Caprock Group first reported a position in SF in Q2 2024 and held it in 6 quarters. The position peaked at $475K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Caprock Group reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 3,234 Stifel shares in Q2 2026, an estimated $239K.
  • Caprock Group first reported a position in Stifel in Q2 2024 and held it in 6 quarters.
  • Caprock Group's Stifel position peaked at $475K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.