CIA
SF

Concurrent Investment Advisors’s Stifel SF Stock Holding History

Concurrent 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 		$910K Sell
13,038
-644
-5% -$48K 0.01% 1049
2026
Q1 		$1.01M Buy
13,682
+2,021
+17% +$160K 0.01% 873
2025
Q4 		$974K Buy
11,661
+397
+4% +$31.7K 0.01% 845
2025
Q3 		$852K Buy
11,264
+38
+0.3% +$2.85K 0.01% 705
2025
Q2 		$777K Buy
11,226
+243
+2% +$14.9K 0.02% 682
2025
Q1 		$690K Sell
10,983
-167
-1% -$11.8K 0.02% 647
2024
Q4 		$789K Sell
11,150
-30
-0.3% -$2.14K 0.02% 551
2024
Q3 		$700K Sell
11,180
-39
-0.3% -$2.23K 0.02% 546
2024
Q2 		$629K Buy
11,219
+117
+1% +$6.2K 0.02% 534
2024
Q1 		$579K Buy
11,102
+167
+2% +$8.22K 0.02% 506
2023
Q4 		$504K Buy
+10,935
New +$450K 0.02% 495

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

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

Concurrent Investment Advisors reduced its Stifel (SF) stake by 4.7% in Q2 2026, selling an estimated $48K and leaving 13,038 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1049.

Concurrent Investment Advisors first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Concurrent Investment Advisors held 13,038 shares of Stifel worth $910K as of Q2 2026.
  • Concurrent Investment Advisors sold 644 Stifel shares in Q2 2026, an estimated $48K.
  • Stifel made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1049 holding.
  • Concurrent Investment Advisors first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Stifel position peaked at $1.01M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.