CH
SF

Cromwell Holdings’s Stifel SF Stock Holding History

Cromwell Holdings’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 		$2.09K Buy
30
+16
+114% +$1.19K ﹤0.01% 837
2026
Q1 		$1.03K Sell
14
-1
-7% -$79 ﹤0.01% 846
2025
Q4 		$1.25K Hold
15
– – ﹤0.01% 786
2025
Q3 		$1.14K Hold
15
– – ﹤0.01% 812
2025
Q2 		$1.04K Buy
+15
New +$921 ﹤0.01% 805

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

Cromwell Holdings's SF Position: Q2 2026 in Review

Cromwell Holdings increased its Stifel (SF) stake by 114% in Q2 2026, buying an estimated $1.19K and bringing the position to 30 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Cromwell Holdings first reported a position in SF in Q2 2025 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Cromwell Holdings held 30 shares of Stifel worth $2.09K as of Q2 2026.
  • Cromwell Holdings bought 16 Stifel shares in Q2 2026, an estimated $1.19K.
  • Stifel made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #837 holding.
  • Cromwell Holdings first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.