Cerity Partners
SF

Cerity Partners’s Stifel SF Stock Holding History

Cerity Partners’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 		$8.06M Sell
115,575
-67,582
-37% -$5.04M 0.01% 866
2026
Q1 		$13.5M Sell
183,157
-32,954
-15% -$2.62M 0.02% 568
2025
Q4 		$18M Buy
216,111
+146,695
+211% +$11.7M 0.03% 441
2025
Q3 		$5.25M Buy
69,416
+6,585
+10% +$493K 0.01% 835
2025
Q2 		$4.35M Buy
62,831
+7,029
+13% +$432K 0.01% 870
2025
Q1 		$3.51M Sell
55,802
-4,374
-7% -$308K 0.01% 870
2024
Q4 		$3.84M Sell
60,176
-279
-0.5% -$19.9K 0.01% 824
2024
Q3 		$3.78M Buy
60,455
+11,423
+23% +$652K 0.01% 825
2024
Q2 		$2.75M Sell
49,032
-8,921
-15% -$473K 0.01% 796
2024
Q1 		$3.02M Buy
57,953
+52,130
+895% +$2.57M 0.01% 812
2023
Q4 		$268K Buy
+5,823
New +$239K ﹤0.01% 1573

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

Cerity Partners's SF Position: Q2 2026 in Review

Cerity Partners reduced its Stifel (SF) stake by 37% in Q2 2026, selling an estimated $5.04M and leaving 115,575 shares worth $8.06M. The position accounts for 0.01% of the portfolio, ranked #866.

Cerity Partners first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Cerity Partners held 115,575 shares of Stifel worth $8.06M as of Q2 2026.
  • Cerity Partners sold 67,582 Stifel shares in Q2 2026, an estimated $5.04M.
  • Stifel made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #866 holding.
  • Cerity Partners first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Stifel position peaked at $18M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.