EI
SF

Ethic Inc’s Stifel SF Stock Holding History

Ethic Inc’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 		$351K Sell
5,037
-3,951
-44% -$295K ﹤0.01% 1061
2026
Q1 		$664K Sell
8,988
-1,377
-13% -$109K 0.01% 773
2025
Q4 		$865K Sell
10,365
-575
-5% -$46K 0.01% 689
2025
Q3 		$828K Buy
10,940
+5,804
+113% +$435K 0.01% 688
2025
Q2 		$355K Sell
5,136
-4,187
-45% -$257K 0.01% 938
2025
Q1 		$589K Sell
9,323
-1,080
-10% -$76.1K 0.01% 734
2024
Q4 		$736K Sell
10,403
-214
-2% -$15.3K 0.01% 684
2024
Q3 		$553K Buy
10,617
+430
+4% +$24.5K 0.01% 733
2024
Q2 		$571K Sell
10,187
-430
-4% -$22.8K 0.01% 730
2024
Q1 		$553K Buy
+10,617
New +$523K 0.01% 733

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

Ethic Inc's SF Position: Q2 2026 in Review

Ethic Inc reduced its Stifel (SF) stake by 44% in Q2 2026, selling an estimated $295K and leaving 5,037 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Ethic Inc first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $865K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Ethic Inc held 5,037 shares of Stifel worth $351K as of Q2 2026.
  • Ethic Inc sold 3,951 Stifel shares in Q2 2026, an estimated $295K.
  • Stifel made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1061 holding.
  • Ethic Inc first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Ethic Inc's Stifel position peaked at $865K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.