ERIC
SF

Eagle Rock Investment Company’s Stifel SF Stock Holding History

Eagle Rock Investment Company’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 		$1.4M Buy
20,112
+5,000
+33% +$373K 0.17% 82
2026
Q1 		$1.12M Buy
+15,112
New +$1.2M 0.16% 93

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Eagle Rock Investment Company's SF Position: Q2 2026 in Review

Eagle Rock Investment Company increased its Stifel (SF) stake by 33% in Q2 2026, buying an estimated $373K and bringing the position to 20,112 shares worth $1.4M. The position accounts for 0.17% of the portfolio, ranked #82.

Eagle Rock Investment Company first reported a position in SF in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Eagle Rock Investment Company held 20,112 shares of Stifel worth $1.4M as of Q2 2026.
  • Eagle Rock Investment Company bought 5,000 Stifel shares in Q2 2026, an estimated $373K.
  • Stifel made up 0.17% of Eagle Rock Investment Company's portfolio in Q2 2026, its #82 holding.
  • Eagle Rock Investment Company first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.