Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Buy
+3,061
New +$228K 0.05% 672
2026
Q1
Sell
-5,447
Closed -$455K 902
2025
Q4
$455K Buy
+5,447
New +$435K 0.18% 203
2024
Q2
Sell
-281
Closed -$14.6K 1810
2024
Q1
$14.6K Buy
+281
New +$13.8K 0.01% 1160

Other funds holding SF

EntryPoint Capital's SF Position: Q2 2026 in Review

EntryPoint Capital opened a new position in Stifel (SF) in Q2 2026: 3,061 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #672 among its holdings. This is a return to the name: EntryPoint Capital previously reported a position in SF as recently as Q4 2025.

EntryPoint Capital first reported a position in SF in Q1 2024 and has held it in 3 quarters since. The position peaked at $455K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • EntryPoint Capital held 3,061 shares of Stifel worth $214K as of Q2 2026.
  • Stifel was a new EntryPoint Capital position in Q2 2026.
  • Stifel made up 0.05% of EntryPoint Capital's portfolio in Q2 2026, its #672 holding.
  • EntryPoint Capital first reported a position in Stifel in Q1 2024 and has held it in 3 quarters since.
  • EntryPoint Capital's Stifel position peaked at $455K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.