Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Stifel SF Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$6.94M	Buy	+99,400	New	+$7.41M	0.01%	730
2026 Q1	–	Sell	-69,000	Closed	-$5.76M	–	1598
2025 Q4	$5.76M	Buy	+69,000	New	+$5.51M	0.01%	623
2023 Q3	–	Sell	-12,674	Closed	-$504K	–	1235
2023 Q2	$504K	Sell	12,674 -13,794	-52%	-$538K	﹤0.01%	876
2023 Q1	$1.04M	Buy	+26,468	New	+$1.11M	0.01%	702
2022 Q4	–	Sell	-76,224	Closed	-$2.64M	–	1608
2022 Q3	$2.64M	Buy	76,224 +73,594	+2,798%	+$2.9M	0.01%	591
2022 Q2	$98K	Buy	+2,630	New	+$109K	﹤0.01%	1297
2021 Q3	–	Sell	-299,100	Closed	-$12.9M	–	1926
2021 Q2	$12.9M	Buy	299,100 +276,750	+1,238%	+$12.4M	0.03%	345
2021 Q1	$954K	Sell	22,350 -29,400	-57%	-$1.15M	﹤0.01%	978
2020 Q4	$1.74M	Buy	+51,750	New	+$1.54M	﹤0.01%	807

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 $3.38T AUM 44.17% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SF Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Stifel (SF) in Q2 2026: 99,400 shares worth $6.94M. The stake represents 0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in SF as recently as Q4 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SF in Q4 2020 and has held it in 9 quarters since. The position peaked at $12.9M in Q2 2021. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 99,400 shares of Stifel worth $6.94M as of Q2 2026.
Stifel was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q2 2026.
Stifel made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #730 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Stifel in Q4 2020 and has held it in 9 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Stifel position peaked at $12.9M in Q2 2021.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.