DIA
SF

Dana Investment Advisors’s Stifel SF Stock Holding History

Dana 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 		$5.75M Buy
82,406
+9,009
+12% +$672K 0.15% 171
2026
Q1 		$5.43M Buy
73,397
+1,377
+2% +$109K 0.16% 161
2025
Q4 		$6.01M Sell
72,020
-3,162
-4% -$253K 0.17% 138
2025
Q3 		$5.69M Sell
75,182
-976
-1% -$73.1K 0.17% 148
2025
Q2 		$5.27M Sell
76,158
-240
-0.3% -$14.7K 0.17% 149
2025
Q1 		$4.8M Sell
76,398
-765
-1% -$53.9K 0.17% 150
2024
Q4 		$5.46M Sell
77,163
-11,097
-13% -$792K 0.18% 148
2024
Q3 		$5.53M Buy
88,260
+46
+0.1% +$2.62K 0.18% 157
2024
Q2 		$4.95M Sell
88,214
-1,608
-2% -$85.2K 0.17% 166
2024
Q1 		$4.68M Buy
89,822
+59,763
+199% +$2.94M 0.16% 174
2023
Q4 		$1.39M Sell
30,059
-72
-0.2% -$2.96K 0.07% 212
2023
Q3 		$1.23M Sell
30,131
-7,851
-21% -$331K 0.06% 211
2023
Q2 		$1.51M Sell
37,982
-2,001
-5% -$78.1K 0.07% 189
2023
Q1 		$1.58M Sell
39,983
-1,801
-4% -$75.7K 0.08% 172
2022
Q4 		$1.63M Buy
41,784
+5,107
+14% +$202K 0.09% 159
2022
Q3 		$1.27M Sell
36,677
-624
-2% -$24.6K 0.07% 180
2022
Q2 		$1.39M Buy
+37,301
New +$1.55M 0.07% 178
2019
Q1 		– Sell
-152,840
Closed -$2.81M – 302
2018
Q4 		$2.81M Sell
152,840
-14,049
-8% -$291K 0.14% 106
2018
Q3 		$3.8M Buy
166,889
+12,386
+8% +$298K 0.16% 110
2018
Q2 		$3.59M Buy
154,503
+15,831
+11% +$412K 0.16% 110
2018
Q1 		$3.65M Buy
138,672
+17,842
+15% +$506K 0.16% 111
2017
Q4 		$3.2M Sell
120,830
-3,937
-3% -$96.3K 0.14% 111
2017
Q3 		$2.96M Sell
124,767
-12,922
-9% -$280K 0.14% 112
2017
Q2 		$2.81M Buy
137,689
+13,516
+11% +$277K 0.13% 122
2017
Q1 		$2.77M Buy
+124,173
New +$2.86M 0.13% 127

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

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

Dana Investment Advisors increased its Stifel (SF) stake by 12% in Q2 2026, buying an estimated $672K and bringing the position to 82,406 shares worth $5.75M. The position accounts for 0.15% of the portfolio, ranked #171.

Dana Investment Advisors first reported a position in SF in Q1 2017 and has held it in 25 quarters since. The position peaked at $6.01M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Dana Investment Advisors held 82,406 shares of Stifel worth $5.75M as of Q2 2026.
  • Dana Investment Advisors bought 9,009 Stifel shares in Q2 2026, an estimated $672K.
  • Stifel made up 0.15% of Dana Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • Dana Investment Advisors first reported a position in Stifel in Q1 2017 and has held it in 25 quarters since.
  • Dana Investment Advisors's Stifel position peaked at $6.01M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.