C
SF

Covestor’s Stifel SF Stock Holding History

Covestor’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 		$16K Sell
234
-154
-40% -$11.5K 0.01% 1282
2026
Q1 		$29K Sell
388
-497
-56% -$39.5K 0.02% 970
2025
Q4 		$74K Buy
885
+75
+9% +$5.99K 0.04% 735
2025
Q3 		$62K Sell
810
-752
-48% -$56.3K 0.03% 813
2025
Q2 		$108K Buy
1,562
+605
+63% +$37.2K 0.06% 516
2025
Q1 		$60K Buy
957
+684
+251% +$48.2K 0.04% 772
2024
Q4 		$19K Buy
273
+15
+6% +$1.07K 0.01% 1224
2024
Q3 		$16K Buy
258
+3
+1% +$171 0.01% 1305
2024
Q2 		$14K Sell
255
-384
-60% -$20.3K 0.01% 1352
2024
Q1 		$33K Buy
639
+159
+33% +$7.83K 0.02% 1041
2023
Q4 		$22K Buy
480
+36
+8% +$1.48K 0.02% 1169
2023
Q3 		$18K Sell
444
-518
-54% -$21.8K 0.01% 1157
2023
Q2 		$38K Sell
962
-430
-31% -$16.8K 0.03% 893
2023
Q1 		$55K Sell
1,392
-1,730
-55% -$72.7K 0.05% 675
2022
Q4 		$121K Sell
3,122
-1
-0% -$40 0.1% 309
2022
Q3 		$108K Buy
3,123
+2,685
+613% +$106K 0.1% 314
2022
Q2 		$16K Hold
438
– – 0.01% 1042
2022
Q1 		$20K Buy
438
+198
+83% +$9.51K 0.01% 1065
2021
Q4 		$11K Buy
+240
New +$11.7K 0.02% 997

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

Covestor's SF Position: Q2 2026 in Review

Covestor reduced its Stifel (SF) stake by 40% in Q2 2026, selling an estimated $11.5K and leaving 234 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1282.

Covestor first reported a position in SF in Q4 2021 and has held it in 19 quarters since. The position peaked at $121K in Q4 2022. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Covestor held 234 shares of Stifel worth $16K as of Q2 2026.
  • Covestor sold 154 Stifel shares in Q2 2026, an estimated $11.5K.
  • Stifel made up 0.01% of Covestor's portfolio in Q2 2026, its #1282 holding.
  • Covestor first reported a position in Stifel in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Stifel position peaked at $121K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.