ECM
SF

Evergreen Capital Management’s Stifel SF Stock Holding History

Evergreen 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 		$986K Buy
14,139
+8,121
+135% +$606K 0.02% 550
2026
Q1 		$445K Sell
6,018
-560
-9% -$44.5K 0.01% 867
2025
Q4 		$549K Buy
6,578
+1,502
+30% +$120K 0.01% 692
2025
Q3 		$384K Buy
+5,076
New +$380K 0.01% 799
2025
Q2 		– Sell
-4,841
Closed -$304K – 1238
2025
Q1 		$304K Buy
4,841
+1,542
+47% +$109K 0.01% 746
2024
Q4 		$233K Buy
+3,299
New +$236K 0.01% 881

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

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

Evergreen Capital Management increased its Stifel (SF) stake by 135% in Q2 2026, buying an estimated $606K and bringing the position to 14,139 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #550.

Evergreen Capital Management first reported a position in SF in Q4 2024 and has held it in 6 quarters since. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Evergreen Capital Management held 14,139 shares of Stifel worth $986K as of Q2 2026.
  • Evergreen Capital Management bought 8,121 Stifel shares in Q2 2026, an estimated $606K.
  • Stifel made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #550 holding.
  • Evergreen Capital Management first reported a position in Stifel in Q4 2024 and has held it in 6 quarters since.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.