Dundas Partners’s Stifel SF Stock Holding History

Dundas Partners’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	–	Sell	-4,676	Closed	-$346K	–	48
2026 Q1	$346K	Sell	4,676 -1,023	-18%	-$81.2K	0.03%	37
2025 Q4	$476K	Buy	5,699 +668	+13%	+$53.4K	0.03%	36
2025 Q3	$381K	Buy	+5,031	New	+$377K	0.03%	40

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

Dundas Partners's SF Position: Q2 2026 in Review

Dundas Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 4,676 shares — an estimated $346K sold.

Dundas Partners first reported a position in SF in Q3 2025 and held it in 3 quarters. The position peaked at $476K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Dundas Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Dundas Partners sold 4,676 Stifel shares in Q2 2026, an estimated $346K.
Dundas Partners first reported a position in Stifel in Q3 2025 and held it in 3 quarters.
Dundas Partners's Stifel position peaked at $476K in Q4 2025.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Dundas Partners's 13F filing for Q2 2026, filed 14 Aug 2026.