GRP
SF

Global Retirement Partners’s Stifel SF Stock Holding History

Global Retirement 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 		$165K Buy
+2,361
New +$176K ﹤0.01% 1706
2025
Q4 		$189K Buy
2,261
+1,562
+223% +$125K ﹤0.01% 1511
2025
Q3 		$52.9K Buy
699
+1
+0.1% +$75 ﹤0.01% 1855
2025
Q2 		$48.3K Buy
+698
New +$42.9K ﹤0.01% 1792
2024
Q4 		$51.7K Sell
731
-282
-28% -$20.1K ﹤0.01% 1602
2024
Q3 		$63.4K Sell
1,013
-570
-36% -$32.5K ﹤0.01% 1447
2024
Q2 		$88.8K Buy
1,583
+1,022
+182% +$54.2K ﹤0.01% 1261
2024
Q1 		$29.2K Buy
561
+3
+0.5% +$148 ﹤0.01% 1647
2023
Q4 		$25.7K Buy
558
+34
+6% +$1.4K ﹤0.01% 1637
2023
Q3 		$20.5K Buy
524
+59
+13% +$2.48K ﹤0.01% 1639
2023
Q2 		$18.5K Buy
465
+12
+3% +$468 ﹤0.01% 1695
2023
Q1 		$17.2K Buy
453
+3
+0.7% +$126 ﹤0.01% 1705
2022
Q4 		$17.5K Buy
450
+1
+0.2% +$40 ﹤0.01% 1536
2022
Q3 		$18K Buy
449
+3
+0.7% +$118 ﹤0.01% 1453
2022
Q2 		$17K Buy
446
+2
+0.5% +$83 ﹤0.01% 1424
2022
Q1 		$18K Buy
+444
New +$21.3K ﹤0.01% 1394

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

Global Retirement Partners's SF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Stifel (SF) in Q2 2026: 2,361 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SF as recently as Q4 2025.

Global Retirement Partners first reported a position in SF in Q1 2022 and has held it in 16 quarters since. The position peaked at $189K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Global Retirement Partners held 2,361 shares of Stifel worth $165K as of Q2 2026.
  • Stifel was a new Global Retirement Partners position in Q2 2026.
  • Stifel made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1706 holding.
  • Global Retirement Partners first reported a position in Stifel in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Stifel position peaked at $189K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.