FI
SF

FinArc Investments’s Stifel SF Stock Holding History

FinArc Investments’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 		$2.98M Buy
42,681
+619
+1% +$46.2K 2.7% 11
2026
Q1 		$3.11M Buy
+42,062
New +$3.34M 2.99% 10

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

FinArc Investments's SF Position: Q2 2026 in Review

FinArc Investments increased its Stifel (SF) stake by 1.5% in Q2 2026, buying an estimated $46.2K and bringing the position to 42,681 shares worth $2.98M. The position accounts for 2.7% of the portfolio, ranked #11.

FinArc Investments first reported a position in SF in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • FinArc Investments held 42,681 shares of Stifel worth $2.98M as of Q2 2026.
  • FinArc Investments bought 619 Stifel shares in Q2 2026, an estimated $46.2K.
  • Stifel made up 2.7% of FinArc Investments's portfolio in Q2 2026, its #11 holding.
  • FinArc Investments first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • FinArc Investments's Stifel position peaked at $3.11M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on FinArc Investments's 13F filing for Q2 2026, filed 13 Aug 2026.