CX Institutional’s Stifel SF Stock Holding History

CX Institutional’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	$1K	Hold	14	–	–	﹤0.01%	1549
2026 Q1	$1K	Buy	+14	New	+$1.11K	﹤0.01%	1529
2023 Q1	–	Sell	-34,019	Closed	-$1.32M	–	575
2022 Q4	$1.32M	Buy	+34,019	New	+$1.35M	0.08%	244
2022 Q3	–	Sell	-21,065	Closed	-$787K	–	1018
2022 Q2	$787K	Buy	+21,065	New	+$875K	0.06%	262

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CX Institutional's SF Position: Q2 2026 in Review

CX Institutional held its Stifel (SF) position steady in Q2 2026 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

CX Institutional first reported a position in SF in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.32M in Q4 2022. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

CX Institutional held 14 shares of Stifel worth $1K as of Q2 2026.
CX Institutional left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1549 holding.
CX Institutional first reported a position in Stifel in Q2 2022 and has held it in 4 quarters since.
CX Institutional's Stifel position peaked at $1.32M in Q4 2022.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.