EP
SF

Essential Partners’s Stifel SF Stock Holding History

Essential 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 		$71.4K Sell
1,024
-10,155
-91% -$757K 0.03% 517
2026
Q1 		$826K Buy
11,179
+550
+5% +$43.7K 0.28% 86
2025
Q4 		$887K Buy
10,629
+1,653
+18% +$132K 0.27% 98
2025
Q3 		$679K Buy
8,976
+1,167
+15% +$87.4K 0.22% 121
2025
Q2 		$540K Buy
+7,809
New +$480K 0.22% 143

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

Essential Partners's SF Position: Q2 2026 in Review

Essential Partners reduced its Stifel (SF) stake by 91% in Q2 2026, selling an estimated $757K and leaving 1,024 shares worth $71.4K. The position accounts for 0.03% of the portfolio, ranked #517.

Essential Partners first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $887K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Essential Partners held 1,024 shares of Stifel worth $71.4K as of Q2 2026.
  • Essential Partners sold 10,155 Stifel shares in Q2 2026, an estimated $757K.
  • Stifel made up 0.03% of Essential Partners's portfolio in Q2 2026, its #517 holding.
  • Essential Partners first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Stifel position peaked at $887K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.