GLA
SF

Great Lakes Advisors’s Stifel SF Stock Holding History

Great Lakes Advisors’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 		$2.9M Sell
41,623
-4,240
-9% -$316K 0.02% 354
2026
Q1 		$3.39M Sell
45,863
-51
-0.1% -$4.05K 0.03% 318
2025
Q4 		$3.83M Buy
45,914
+18
+0% +$1.44K 0.03% 296
2025
Q3 		$3.47M Sell
45,896
-5,128
-10% -$384K 0.03% 323
2025
Q2 		$3.53M Buy
51,024
+44,905
+734% +$2.76M 0.03% 355
2025
Q1 		$384K Sell
6,119
-205
-3% -$14.5K ﹤0.01% 648
2024
Q4 		$447K Buy
6,324
+420
+7% +$30K ﹤0.01% 667
2024
Q3 		$370K Sell
5,904
-6,257
-51% -$357K ﹤0.01% 700
2024
Q2 		$682K Sell
12,161
-88,774
-88% -$4.7M 0.01% 613
2024
Q1 		$5.26M Sell
100,935
-3,189
-3% -$157K 0.04% 315
2023
Q4 		$4.8M Sell
104,124
-35,430
-25% -$1.46M 0.05% 325
2023
Q3 		$5.72M Sell
139,554
-8,711
-6% -$367K 0.05% 283
2023
Q2 		$5.9M Sell
148,265
-112,438
-43% -$4.39M 0.06% 294
2023
Q1 		$10.3M Buy
+260,703
New +$11M 0.09% 211

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

Great Lakes Advisors's SF Position: Q2 2026 in Review

Great Lakes Advisors reduced its Stifel (SF) stake by 9.2% in Q2 2026, selling an estimated $316K and leaving 41,623 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #354.

Great Lakes Advisors first reported a position in SF in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2023. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Great Lakes Advisors held 41,623 shares of Stifel worth $2.9M as of Q2 2026.
  • Great Lakes Advisors sold 4,240 Stifel shares in Q2 2026, an estimated $316K.
  • Stifel made up 0.02% of Great Lakes Advisors's portfolio in Q2 2026, its #354 holding.
  • Great Lakes Advisors first reported a position in Stifel in Q1 2023 and has held it in 14 quarters since.
  • Great Lakes Advisors's Stifel position peaked at $10.3M in Q1 2023.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.