CL
SF

Choreo LLC’s Stifel SF Stock Holding History

Choreo LLC’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 		$1.09M Sell
15,639
-1,117
-7% -$83.3K 0.01% 609
2026
Q1 		$1.24M Sell
16,756
-1,120
-6% -$88.9K 0.02% 541
2025
Q4 		$1.51M Buy
17,876
+374
+2% +$29.9K 0.02% 449
2025
Q3 		$1.32M Sell
17,502
-5,099
-23% -$382K 0.02% 500
2025
Q2 		$1.56M Sell
22,601
-1,935
-8% -$119K 0.02% 430
2025
Q1 		$1.54M Buy
24,536
+59
+0.2% +$4.16K 0.02% 413
2024
Q4 		$1.73M Sell
24,477
-3,438
-12% -$245K 0.02% 396
2024
Q3 		$1.74M Buy
27,915
+3,157
+13% +$180K 0.03% 390
2024
Q2 		$1.38M Buy
+24,758
New +$1.31M 0.02% 402

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

Choreo LLC's SF Position: Q2 2026 in Review

Choreo LLC reduced its Stifel (SF) stake by 6.7% in Q2 2026, selling an estimated $83.3K and leaving 15,639 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #609.

Choreo LLC first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q3 2024. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Choreo LLC held 15,639 shares of Stifel worth $1.09M as of Q2 2026.
  • Choreo LLC sold 1,117 Stifel shares in Q2 2026, an estimated $83.3K.
  • Stifel made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #609 holding.
  • Choreo LLC first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Stifel position peaked at $1.74M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.