GI
SF

Gradient Investments’s Stifel SF Stock Holding History

Gradient Investments’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 		$1.84M Buy
26,347
+4,043
+18% +$301K 0.03% 272
2026
Q1 		$1.65M Buy
+22,304
New +$1.77M 0.03% 270
2024
Q1 		– Sell
-32
Closed -$1.45K – 1736
2023
Q4 		$1.45K Hold
32
– – ﹤0.01% 1320
2023
Q3 		$1.29K Hold
32
– – ﹤0.01% 1297
2023
Q2 		$1.25K Buy
+32
New +$1.25K ﹤0.01% 1288

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

Gradient Investments's SF Position: Q2 2026 in Review

Gradient Investments increased its Stifel (SF) stake by 18% in Q2 2026, buying an estimated $301K and bringing the position to 26,347 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #272.

Gradient Investments first reported a position in SF in Q2 2023 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Gradient Investments held 26,347 shares of Stifel worth $1.84M as of Q2 2026.
  • Gradient Investments bought 4,043 Stifel shares in Q2 2026, an estimated $301K.
  • Stifel made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #272 holding.
  • Gradient Investments first reported a position in Stifel in Q2 2023 and has held it in 5 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.