CPIG
SF

Chicago Partners Investment Group’s Stifel SF Stock Holding History

Chicago Partners Investment 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 		$638K Sell
8,014
-4,094
-34% -$305K 0.01% 855
2026
Q1 		$937K Buy
12,108
+5,008
+71% +$398K 0.02% 579
2025
Q4 		$607K Buy
7,100
+4,163
+142% +$333K 0.02% 664
2025
Q3 		$230K Buy
+2,937
New +$220K 0.01% 1099

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

Chicago Partners Investment Group's SF Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Stifel (SF) stake by 34% in Q2 2026, selling an estimated $305K and leaving 8,014 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #855.

Chicago Partners Investment Group first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $937K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Chicago Partners Investment Group held 8,014 shares of Stifel worth $638K as of Q2 2026.
  • Chicago Partners Investment Group sold 4,094 Stifel shares in Q2 2026, an estimated $305K.
  • Stifel made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #855 holding.
  • Chicago Partners Investment Group first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Chicago Partners Investment Group's Stifel position peaked at $937K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.