FAM
SF

Formidable Asset Management’s Stifel SF Stock Holding History

Formidable Asset 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
2017
Q2 		– Sell
-81
Closed -$6K – 200
2017
Q1 		$6K Buy
+81
New +$1.86K ﹤0.01% 197

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Formidable Asset Management's SF Position: Q2 2026 in Review

Formidable Asset Management increased its Stifel (SF) stake by 50% in Q2 2026, buying an estimated $101K and bringing the position to 4,050 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #323.

Formidable Asset Management first reported a position in SF in Q3 2016 and has held it in 35 quarters since. The position peaked at $1.38M in Q1 2019. 117 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Formidable Asset Management held 4,050 shares of Stifel worth $299K as of Q2 2026.
  • Formidable Asset Management bought 1,350 Stifel shares in Q2 2026, an estimated $101K.
  • Stifel made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #323 holding.
  • Formidable Asset Management first reported a position in Stifel in Q3 2016 and has held it in 35 quarters since.
  • Formidable Asset Management's Stifel position peaked at $1.38M in Q1 2019.
  • 117 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.