Hillsdale Investment Management’s Stifel SF Stock Holding History

Hillsdale Investment Management’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	$1.07M	Buy	15,390 +1,850	+14%	+$138K	0.02%	389
2026 Q1	$1M	Buy	+13,540	New	+$1.08M	0.03%	385
2023 Q4	–	Sell	-9,900	Closed	-$406K	–	638
2023 Q3	$406K	Sell	9,900 -1,500	-13%	-$63.2K	0.04%	313
2023 Q2	$453K	Buy	+11,400	New	+$445K	0.04%	268
2020 Q3	–	Sell	-29,925	Closed	-$631K	–	644
2020 Q2	$631K	Sell	29,925 -114,829	-79%	-$2.31M	0.06%	280
2020 Q1	$2.66M	Buy	+144,754	New	+$3.63M	0.32%	90
2018 Q2	–	Sell	-47,115	Closed	-$1.24M	–	545
2018 Q1	$1.24M	Buy	+47,115	New	+$1.33M	0.17%	125

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

Hillsdale Investment Management's SF Position: Q2 2026 in Review

Hillsdale Investment Management increased its Stifel (SF) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 15,390 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #389.

Hillsdale Investment Management first reported a position in SF in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.66M in Q1 2020. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Hillsdale Investment Management held 15,390 shares of Stifel worth $1.07M as of Q2 2026.
Hillsdale Investment Management bought 1,850 Stifel shares in Q2 2026, an estimated $138K.
Stifel made up 0.02% of Hillsdale Investment Management's portfolio in Q2 2026, its #389 holding.
Hillsdale Investment Management first reported a position in Stifel in Q1 2018 and has held it in 7 quarters since.
Hillsdale Investment Management's Stifel position peaked at $2.66M in Q1 2020.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.