ETF Store’s Stifel SF Stock Holding History

ETF Store’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	$280K	Hold	4,008	–	–	0.23%	82
2026 Q1	$296K	Hold	4,008	–	–	0.29%	68
2025 Q4	$335K	Hold	4,008	–	–	0.34%	56
2025 Q3	$303K	Hold	4,008	–	–	0.32%	60
2025 Q2	$277K	Hold	4,008	–	–	0.32%	59
2025 Q1	$252K	Hold	4,008	–	–	0.31%	66
2024 Q4	$283K	Hold	4,008	–	–	0.35%	58
2024 Q3	$251K	Hold	4,008	–	–	0.26%	73
2024 Q2	$225K	Buy	+4,008	New	+$212K	0.23%	82

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ETF Store's SF Position: Q2 2026 in Review

ETF Store held its Stifel (SF) position steady in Q2 2026 at 4,008 shares worth $280K. The position accounts for 0.23% of the portfolio, ranked #82.

ETF Store first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $335K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

ETF Store held 4,008 shares of Stifel worth $280K as of Q2 2026.
ETF Store left its Stifel share count unchanged in Q2 2026.
Stifel made up 0.23% of ETF Store's portfolio in Q2 2026, its #82 holding.
ETF Store first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
ETF Store's Stifel position peaked at $335K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.