FC
SF

FORA Capital’s Stifel SF Stock Holding History

FORA Capital’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 		$1.15M Buy
+16,438
New +$1.23M 0.08% 204
2025
Q2 		– Sell
-19,227
Closed -$1.21M – 674
2025
Q1 		$1.21M Buy
19,227
+9,718
+102% +$685K 0.12% 204
2024
Q4 		$672K Buy
+9,509
New +$679K 0.08% 233
2024
Q3 		– Sell
-9,032
Closed -$507K – 554
2024
Q2 		$507K Buy
9,032
+323
+4% +$17.1K 0.06% 293
2024
Q1 		$454K Buy
+8,709
New +$429K 0.04% 346
2021
Q2 		– Sell
-2,423
Closed -$103K – 1113
2021
Q1 		$103K Sell
2,423
-519
-18% -$20.2K 0.03% 404
2020
Q4 		$99K Buy
+2,942
New +$87.3K 0.02% 672

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

FORA Capital's SF Position: Q2 2026 in Review

FORA Capital opened a new position in Stifel (SF) in Q2 2026: 16,438 shares worth $1.15M. The stake represents 0.08% of the portfolio and ranks #204 among its holdings. This is a return to the name: FORA Capital previously reported a position in SF as recently as Q1 2025.

FORA Capital first reported a position in SF in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • FORA Capital held 16,438 shares of Stifel worth $1.15M as of Q2 2026.
  • Stifel was a new FORA Capital position in Q2 2026.
  • Stifel made up 0.08% of FORA Capital's portfolio in Q2 2026, its #204 holding.
  • FORA Capital first reported a position in Stifel in Q4 2020 and has held it in 7 quarters since.
  • FORA Capital's Stifel position peaked at $1.21M in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.