Capstone Investment Advisors
SF

Capstone Investment Advisors’s Stifel SF Stock Holding History

Capstone Investment 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 		$254K Sell
3,642
-3,087
-46% -$230K ﹤0.01% 1531
2026
Q1 		$497K Buy
6,729
+2,028
+43% +$161K ﹤0.01% 1140
2025
Q4 		$392K Buy
+4,701
New +$376K ﹤0.01% 1231
2024
Q3 		– Sell
-6,939
Closed -$389K – 2180
2024
Q2 		$389K Sell
6,939
-1,665
-19% -$88.2K ﹤0.01% 1439
2024
Q1 		$448K Buy
+8,604
New +$424K ﹤0.01% 1622
2017
Q2 		– Sell
-32,402
Closed -$722K – 898
2017
Q1 		$722K Buy
+32,402
New +$746K 0.02% 502

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

Capstone Investment Advisors's SF Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Stifel (SF) stake by 46% in Q2 2026, selling an estimated $230K and leaving 3,642 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Capstone Investment Advisors first reported a position in SF in Q1 2017 and has held it in 6 quarters since. The position peaked at $722K in Q1 2017. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Capstone Investment Advisors held 3,642 shares of Stifel worth $254K as of Q2 2026.
  • Capstone Investment Advisors sold 3,087 Stifel shares in Q2 2026, an estimated $230K.
  • Stifel made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1531 holding.
  • Capstone Investment Advisors first reported a position in Stifel in Q1 2017 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Stifel position peaked at $722K in Q1 2017.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.