Harbour Investments’s Stifel SF Stock Holding History

Harbour 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	$63.1K	Sell	904 -29	-3%	-$2.16K	﹤0.01%	2277
2026 Q1	$69K	Buy	933 +810	+659%	+$64.3K	﹤0.01%	2162
2025 Q4	$10.3K	Buy	123 +33	+37%	+$2.64K	﹤0.01%	2729
2025 Q3	$6.81K	Hold	90	–	–	﹤0.01%	2859
2025 Q2	$6.23K	Hold	90	–	–	﹤0.01%	2793
2025 Q1	$5.66K	Hold	90	–	–	﹤0.01%	2774
2024 Q4	$6.37K	Hold	90	–	–	﹤0.01%	2640
2024 Q3	$5.63K	Hold	90	–	–	﹤0.01%	2587
2024 Q2	$5.05K	Buy	+90	New	+$4.77K	﹤0.01%	2509
2021 Q4	–	Sell	-900	Closed	-$41K	–	3509
2021 Q3	$41K	Hold	900	–	–	﹤0.01%	1896
2021 Q2	$39K	Hold	900	–	–	﹤0.01%	1956
2021 Q1	$38K	Buy	+900	New	+$35.1K	﹤0.01%	1850

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harbour Investments's SF Position: Q2 2026 in Review

Harbour Investments reduced its Stifel (SF) stake by 3.1% in Q2 2026, selling an estimated $2.16K and leaving 904 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Harbour Investments first reported a position in SF in Q1 2021 and has held it in 12 quarters since. The position peaked at $69K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Harbour Investments held 904 shares of Stifel worth $63.1K as of Q2 2026.
Harbour Investments sold 29 Stifel shares in Q2 2026, an estimated $2.16K.
Stifel made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2277 holding.
Harbour Investments first reported a position in Stifel in Q1 2021 and has held it in 12 quarters since.
Harbour Investments's Stifel position peaked at $69K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.