Franklin Resources
SF

Franklin Resources’s Stifel SF Stock Holding History

Franklin Resources’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 		$9.08M Sell
130,187
-33,818
-21% -$2.52M ﹤0.01% 1322
2026
Q1 		$12.1M Buy
164,005
+112,985
+221% +$8.97M ﹤0.01% 1166
2025
Q4 		$4.26M Buy
51,020
+21,411
+72% +$1.71M ﹤0.01% 1471
2025
Q3 		$2.24M Sell
29,609
-7,627
-20% -$571K ﹤0.01% 1734
2025
Q2 		$2.58M Sell
37,236
-51,171
-58% -$3.14M ﹤0.01% 1627
2025
Q1 		$5.56M Buy
88,407
+6,138
+7% +$433K ﹤0.01% 1311
2024
Q4 		$5.82M Buy
82,269
+16,099
+24% +$1.15M ﹤0.01% 1284
2024
Q3 		$4.34M Buy
66,170
+5,831
+10% +$333K ﹤0.01% 1408
2024
Q2 		$3.39M Buy
60,339
+26,865
+80% +$1.42M ﹤0.01% 1486
2024
Q1 		$1.74M Buy
+33,474
New +$1.65M ﹤0.01% 1770
2021
Q4 		– Sell
-4,569
Closed -$207K – 2545
2021
Q3 		$207K Buy
+4,569
New +$204K ﹤0.01% 2224

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

Franklin Resources's SF Position: Q2 2026 in Review

Franklin Resources reduced its Stifel (SF) stake by 21% in Q2 2026, selling an estimated $2.52M and leaving 130,187 shares worth $9.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Franklin Resources first reported a position in SF in Q3 2021 and has held it in 11 quarters since. The position peaked at $12.1M in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Franklin Resources held 130,187 shares of Stifel worth $9.08M as of Q2 2026.
  • Franklin Resources sold 33,818 Stifel shares in Q2 2026, an estimated $2.52M.
  • Stifel made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1322 holding.
  • Franklin Resources first reported a position in Stifel in Q3 2021 and has held it in 11 quarters since.
  • Franklin Resources's Stifel position peaked at $12.1M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.