EFS
SF

Essex Financial Services’s Stifel SF Stock Holding History

Essex Financial Services’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 		$256K Sell
3,666
-1,367
-27% -$102K 0.01% 701
2026
Q1 		$372K Buy
5,033
+371
+8% +$29.5K 0.02% 546
2025
Q4 		$389K Buy
4,662
+862
+23% +$68.9K 0.02% 518
2025
Q3 		$287K Buy
3,800
+153
+4% +$11.5K 0.02% 593
2025
Q2 		$252K Buy
3,647
+98
+3% +$6.02K 0.02% 594
2025
Q1 		$223K Buy
3,549
+117
+3% +$8.25K 0.02% 576
2024
Q4 		$243K Buy
3,432
+27
+0.8% +$1.93K 0.02% 546
2024
Q3 		$228K Buy
+3,405
New +$194K 0.02% 564

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Essex Financial Services's SF Position: Q2 2026 in Review

Essex Financial Services reduced its Stifel (SF) stake by 27% in Q2 2026, selling an estimated $102K and leaving 3,666 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #701.

Essex Financial Services first reported a position in SF in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q4 2025. 392 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Essex Financial Services held 3,666 shares of Stifel worth $256K as of Q2 2026.
  • Essex Financial Services sold 1,367 Stifel shares in Q2 2026, an estimated $102K.
  • Stifel made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #701 holding.
  • Essex Financial Services first reported a position in Stifel in Q3 2024 and has held it in 8 quarters since.
  • Essex Financial Services's Stifel position peaked at $389K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.