EF
SF

Empowered Funds’s Stifel SF Stock Holding History

Empowered Funds’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 		$571K Sell
8,186
-2,444
-23% -$182K ﹤0.01% 1627
2026
Q1 		$786K Buy
+10,630
New +$844K 0.01% 1494
2024
Q2 		– Sell
-19,881
Closed -$1.04M – 1452
2024
Q1 		$1.04M Sell
19,881
-12,009
-38% -$591K 0.02% 861
2023
Q4 		$1.47M Buy
31,890
+12,279
+63% +$505K 0.04% 630
2023
Q3 		$803K Buy
+19,611
New +$826K 0.02% 741

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

Empowered Funds's SF Position: Q2 2026 in Review

Empowered Funds reduced its Stifel (SF) stake by 23% in Q2 2026, selling an estimated $182K and leaving 8,186 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Empowered Funds first reported a position in SF in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q4 2023. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Empowered Funds held 8,186 shares of Stifel worth $571K as of Q2 2026.
  • Empowered Funds sold 2,444 Stifel shares in Q2 2026, an estimated $182K.
  • Stifel made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1627 holding.
  • Empowered Funds first reported a position in Stifel in Q3 2023 and has held it in 5 quarters since.
  • Empowered Funds's Stifel position peaked at $1.47M in Q4 2023.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.