FGP
SF

Freestone Grove Partners’s Stifel SF Stock Holding History

Freestone Grove Partners’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 		– Sell
-6,483
Closed -$479K – 1280
2026
Q1 		$479K Sell
6,483
-472,428
-99% -$37.5M ﹤0.01% 605
2025
Q4 		$40M Buy
478,911
+310,222
+184% +$24.8M 0.29% 109
2025
Q3 		$12.8M Buy
+168,689
New +$12.6M 0.1% 266
2025
Q1 		– Sell
-57,984
Closed -$4.1M – 767
2024
Q4 		$4.1M Buy
+57,984
New +$4.14M 0.05% 241

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

Freestone Grove Partners's SF Position: Q2 2026 in Review

Freestone Grove Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 6,483 shares — an estimated $479K sold.

Freestone Grove Partners first reported a position in SF in Q4 2024 and held it in 4 quarters. The position peaked at $40M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Freestone Grove Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 6,483 Stifel shares in Q2 2026, an estimated $479K.
  • Freestone Grove Partners first reported a position in Stifel in Q4 2024 and held it in 4 quarters.
  • Freestone Grove Partners's Stifel position peaked at $40M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.