EMPI
SF

Elo Mutual Pension Insurance’s Stifel SF Stock Holding History

Elo Mutual Pension Insurance’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
-30,404
Closed -$2.25M – 703
2026
Q1 		$2.25M Sell
30,404
-232
-0.8% -$18.4K 0.04% 336
2025
Q4 		$2.56M Buy
+30,636
New +$2.45M 0.04% 322
2025
Q2 		– Sell
-15,867
Closed -$997K – 689
2025
Q1 		$997K Buy
+15,867
New +$1.12M 0.02% 423

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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's SF Position: Q2 2026 in Review

Elo Mutual Pension Insurance sold out of Stifel (SF) in Q2 2026, closing a stake of 30,404 shares — an estimated $2.25M sold.

Elo Mutual Pension Insurance first reported a position in SF in Q1 2025 and held it in 3 quarters. The position peaked at $2.56M in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Elo Mutual Pension Insurance reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 30,404 Stifel shares in Q2 2026, an estimated $2.25M.
  • Elo Mutual Pension Insurance first reported a position in Stifel in Q1 2025 and held it in 3 quarters.
  • Elo Mutual Pension Insurance's Stifel position peaked at $2.56M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.