CA
SF

CoreCap Advisors’s Stifel SF Stock Holding History

CoreCap 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 		$279 Sell
4
-5
-56% -$373 ﹤0.01% 2960
2026
Q1 		$665 Sell
9
-32
-78% -$2.54K ﹤0.01% 2605
2025
Q4 		$3.38K Buy
+41
New +$3.28K ﹤0.01% 2338

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

CoreCap Advisors's SF Position: Q2 2026 in Review

CoreCap Advisors reduced its Stifel (SF) stake by 56% in Q2 2026, selling an estimated $373 and leaving 4 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

CoreCap Advisors first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.38K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • CoreCap Advisors held 4 shares of Stifel worth $279 as of Q2 2026.
  • CoreCap Advisors sold 5 Stifel shares in Q2 2026, an estimated $373.
  • Stifel made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2960 holding.
  • CoreCap Advisors first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's Stifel position peaked at $3.38K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.