Delphi Management’s Stifel SF Stock Holding History

Delphi Management’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	$1.27M	Buy	18,245 +3,792	+26%	+$283K	1.24%	49
2026 Q1	$1.07M	Sell	14,453 -4,288	-23%	-$341K	1.28%	51
2025 Q4	$1.56M	Sell	18,741 -482	-3%	-$38.5K	1.52%	14
2025 Q3	$1.45M	Sell	19,223 -658	-3%	-$49.3K	1.35%	31
2025 Q2	$1.38M	Sell	19,881 -666	-3%	-$40.9K	1.33%	38
2025 Q1	$1.29M	Sell	20,547 -2,079	-9%	-$147K	1.32%	48
2024 Q4	$1.6M	Sell	22,626 -3,482	-13%	-$249K	1.55%	10
2024 Q3	$1.63M	Sell	26,108 -8,059	-24%	-$460K	1.48%	10
2024 Q2	$1.92M	Buy	34,167 +264	+0.8%	+$14K	1.56%	5
2024 Q1	$1.77M	Buy	33,903 +577	+2%	+$28.4K	1.37%	28
2023 Q4	$1.54M	Buy	33,326 +3,998	+14%	+$164K	1.41%	26
2023 Q3	$1.2M	Sell	29,328 -2,459	-8%	-$104K	1.23%	52
2023 Q2	$1.26M	Buy	+31,787	New	+$1.24M	1.31%	38

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

Delphi Management's SF Position: Q2 2026 in Review

Delphi Management increased its Stifel (SF) stake by 26% in Q2 2026, buying an estimated $283K and bringing the position to 18,245 shares worth $1.27M. The position accounts for 1.24% of the portfolio, ranked #49.

Delphi Management first reported a position in SF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q2 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Delphi Management held 18,245 shares of Stifel worth $1.27M as of Q2 2026.
Delphi Management bought 3,792 Stifel shares in Q2 2026, an estimated $283K.
Stifel made up 1.24% of Delphi Management's portfolio in Q2 2026, its #49 holding.
Delphi Management first reported a position in Stifel in Q2 2023 and has held it in 13 quarters since.
Delphi Management's Stifel position peaked at $1.92M in Q2 2024.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.