EP
SF

Edgestream Partners’s Stifel SF Stock Holding History

Edgestream 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 		$7.1M Buy
101,813
+18,463
+22% +$1.38M 0.21% 148
2026
Q1 		$6.16M Sell
83,350
-55,996
-40% -$4.45M 0.2% 167
2025
Q4 		$11.6M Sell
139,346
-12,765
-8% -$1.02M 0.33% 43
2025
Q3 		$11.5M Buy
+152,111
New +$11.4M 0.34% 43
2025
Q1 		– Sell
-79,565
Closed -$5.63M – 1036
2024
Q4 		$5.63M Buy
+79,565
New +$5.68M 0.24% 114
2024
Q1 		– Sell
-84,309
Closed -$3.89M – 996
2023
Q4 		$3.89M Buy
+84,309
New +$3.47M 0.28% 69
2023
Q3 		– Sell
-94,080
Closed -$3.74M – 954
2023
Q2 		$3.74M Buy
+94,080
New +$3.67M 0.34% 42

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

Edgestream Partners's SF Position: Q2 2026 in Review

Edgestream Partners increased its Stifel (SF) stake by 22% in Q2 2026, buying an estimated $1.38M and bringing the position to 101,813 shares worth $7.1M. The position accounts for 0.21% of the portfolio, ranked #148.

Edgestream Partners first reported a position in SF in Q2 2023 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Edgestream Partners held 101,813 shares of Stifel worth $7.1M as of Q2 2026.
  • Edgestream Partners bought 18,463 Stifel shares in Q2 2026, an estimated $1.38M.
  • Stifel made up 0.21% of Edgestream Partners's portfolio in Q2 2026, its #148 holding.
  • Edgestream Partners first reported a position in Stifel in Q2 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Stifel position peaked at $11.6M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.