ECM
SF

Everence Capital Management’s Stifel SF Stock Holding History

Everence Capital Management’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 		$335K Hold
4,799
– – 0.02% 586
2026
Q1 		$355K Buy
4,799
+1,454
+43% +$115K 0.02% 503
2025
Q4 		$279K Hold
3,345
– – 0.02% 628
2025
Q3 		$253K Hold
3,345
– – 0.02% 677
2025
Q2 		$231K Hold
3,345
– – 0.01% 696
2025
Q1 		$210K Hold
3,345
– – 0.01% 725
2024
Q4 		$237K Buy
+3,345
New +$239K 0.02% 697

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

Everence Capital Management's SF Position: Q2 2026 in Review

Everence Capital Management held its Stifel (SF) position steady in Q2 2026 at 4,799 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #586.

Everence Capital Management first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Everence Capital Management held 4,799 shares of Stifel worth $335K as of Q2 2026.
  • Everence Capital Management left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #586 holding.
  • Everence Capital Management first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Everence Capital Management's Stifel position peaked at $355K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.