HPC
SF

HM Payson & Co’s Stifel SF Stock Holding History

HM Payson & Co’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 		$68.9K Buy
988
+496
+101% +$37K ﹤0.01% 644
2026
Q1 		$36.4K Hold
492
– – ﹤0.01% 752
2025
Q4 		$41.1K Hold
492
– – ﹤0.01% 730
2025
Q3 		$37.2K Buy
+492
New +$36.8K ﹤0.01% 748
2021
Q4 		– Sell
-297
Closed -$13K – 1156
2021
Q3 		$13K Buy
+297
New +$13.2K ﹤0.01% 805

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

HM Payson & Co's SF Position: Q2 2026 in Review

HM Payson & Co increased its Stifel (SF) stake by 101% in Q2 2026, buying an estimated $37K and bringing the position to 988 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

HM Payson & Co first reported a position in SF in Q3 2021 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • HM Payson & Co held 988 shares of Stifel worth $68.9K as of Q2 2026.
  • HM Payson & Co bought 496 Stifel shares in Q2 2026, an estimated $37K.
  • Stifel made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #644 holding.
  • HM Payson & Co first reported a position in Stifel in Q3 2021 and has held it in 5 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.