DZ Bank’s Stifel SF Stock Holding History

DZ Bank’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
2025 Q2	–	Sell	-2,877	Closed	-$181K	–	1036
2025 Q1	$181K	Hold	2,877	–	–	﹤0.01%	859
2024 Q4	$203K	Sell	2,877 -5,264	-65%	-$376K	﹤0.01%	812
2024 Q3	$510K	Buy	8,141 +2,079	+34%	+$119K	﹤0.01%	740
2024 Q2	$340K	Buy	+6,062	New	+$321K	﹤0.01%	800

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DZ Bank's SF Position: Q2 2025 in Review

DZ Bank sold out of Stifel (SF) in Q2 2025, closing a stake of 2,877 shares — an estimated $181K sold.

DZ Bank first reported a position in SF in Q2 2024 and held it in 4 quarters. The position peaked at $510K in Q3 2024. 488 funds tracked by Wall St. Rank hold SF as of Q2 2025.

DZ Bank reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
DZ Bank sold 2,877 Stifel shares in Q2 2025, an estimated $181K.
DZ Bank first reported a position in Stifel in Q2 2024 and held it in 4 quarters.
DZ Bank's Stifel position peaked at $510K in Q3 2024.
488 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.