GI
SF

GAMMA Investing’s Stifel SF Stock Holding History

GAMMA Investing’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 		$732K Buy
10,492
+312
+3% +$23.3K 0.03% 500
2026
Q1 		$753K Sell
10,180
-337
-3% -$26.8K 0.04% 430
2025
Q4 		$878K Buy
10,517
+1,404
+15% +$112K 0.04% 359
2025
Q3 		$689K Buy
9,113
+668
+8% +$50K 0.04% 407
2025
Q2 		$584K Buy
8,445
+1,681
+25% +$103K 0.04% 427
2025
Q1 		$425K Buy
6,764
+5,414
+401% +$382K 0.03% 477
2024
Q4 		$95.5K Buy
1,350
+595
+79% +$42.5K 0.01% 1147
2024
Q3 		$47.2K Buy
755
+164
+28% +$9.36K ﹤0.01% 1536
2024
Q2 		$33.2K Buy
591
+174
+42% +$9.22K ﹤0.01% 1495
2024
Q1 		$21.7K Buy
417
+3
+0.7% +$148 ﹤0.01% 1596
2023
Q4 		$20.1K Buy
+414
New +$17K 0.01% 1503

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

GAMMA Investing's SF Position: Q2 2026 in Review

GAMMA Investing increased its Stifel (SF) stake by 3.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 10,492 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #500.

GAMMA Investing first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $878K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • GAMMA Investing held 10,492 shares of Stifel worth $732K as of Q2 2026.
  • GAMMA Investing bought 312 Stifel shares in Q2 2026, an estimated $23.3K.
  • Stifel made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #500 holding.
  • GAMMA Investing first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Stifel position peaked at $878K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.