HP
SF

Haven Private’s Stifel SF Stock Holding History

Haven Private’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 		$630K Hold
9,030
– – 0.24% 87
2026
Q1 		$667K Hold
9,030
– – 0.29% 75
2025
Q4 		$754K Hold
9,030
– – 0.33% 66
2025
Q3 		$683K Sell
9,030
-644
-7% -$48.2K 0.3% 74
2025
Q2 		$669K Buy
9,674
+644
+7% +$39.5K 0.3% 80
2025
Q1 		$567K Sell
9,030
-1,470
-14% -$104K 0.32% 76
2024
Q4 		$743K Buy
+10,500
New +$750K 0.41% 58

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

Haven Private's SF Position: Q2 2026 in Review

Haven Private held its Stifel (SF) position steady in Q2 2026 at 9,030 shares worth $630K. The position accounts for 0.24% of the portfolio, ranked #87.

Haven Private first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Haven Private held 9,030 shares of Stifel worth $630K as of Q2 2026.
  • Haven Private left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.24% of Haven Private's portfolio in Q2 2026, its #87 holding.
  • Haven Private first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Stifel position peaked at $754K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.