HA
SF

Heartland Advisors’s Stifel SF Stock Holding History

Heartland 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 		$8.49M Sell
121,653
-12,500
-9% -$932K 0.38% 108
2026
Q1 		$9.92M Buy
134,153
+5,442
+4% +$432K 0.51% 68
2025
Q4 		$10.7M Sell
128,711
-19,900
-13% -$1.59M 0.58% 57
2025
Q3 		$11.2M Sell
148,611
-11,492
-7% -$860K 0.59% 61
2025
Q2 		$11.1M Sell
160,103
-394
-0.2% -$24.2K 0.62% 56
2025
Q1 		$10.1M Sell
160,497
-42
-0% -$2.96K 0.58% 68
2024
Q4 		$11.4M Hold
160,539
– – 0.62% 66
2024
Q3 		$10M Buy
160,539
+80,403
+100% +$4.59M 0.53% 75
2024
Q2 		$4.5M Buy
+80,136
New +$4.25M 0.25% 134

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

Heartland Advisors's SF Position: Q2 2026 in Review

Heartland Advisors reduced its Stifel (SF) stake by 9.3% in Q2 2026, selling an estimated $932K and leaving 121,653 shares worth $8.49M. The position accounts for 0.38% of the portfolio, ranked #108.

Heartland Advisors first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Heartland Advisors held 121,653 shares of Stifel worth $8.49M as of Q2 2026.
  • Heartland Advisors sold 12,500 Stifel shares in Q2 2026, an estimated $932K.
  • Stifel made up 0.38% of Heartland Advisors's portfolio in Q2 2026, its #108 holding.
  • Heartland Advisors first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Heartland Advisors's Stifel position peaked at $11.4M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.