Holocene Advisors’s Stifel SF Stock Holding History

Holocene 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	$848K	Buy	+12,157	New	+$906K	﹤0.01%	697
2026 Q1	–	Sell	-119,351	Closed	-$9.96M	–	953
2025 Q4	$9.96M	Buy	+119,351	New	+$9.54M	0.02%	323
2024 Q3	–	Sell	-320,543	Closed	-$18M	–	844
2024 Q2	$18M	Buy	+320,543	New	+$17M	0.08%	222
2024 Q1	–	Sell	-53,820	Closed	-$2.48M	–	853
2023 Q4	$2.48M	Buy	+53,820	New	+$2.21M	0.01%	493
2023 Q1	–	Sell	-84,866	Closed	-$3.3M	–	865
2022 Q4	$3.3M	Sell	84,866 -155,622	-65%	-$6.16M	0.02%	343
2022 Q3	$8.32M	Sell	240,488 -647,838	-73%	-$25.5M	0.05%	224
2022 Q2	$33.2M	Buy	888,326 +95,718	+12%	+$3.97M	0.2%	148
2022 Q1	$35.9M	Buy	792,608 +448,982	+131%	+$21.6M	0.19%	147
2021 Q4	$16.1M	Buy	+343,626	New	+$16.7M	0.08%	208
2019 Q2	–	Sell	-9,335	Closed	-$219K	–	734
2019 Q1	$219K	Sell	9,335 -1,688	-15%	-$38.2K	﹤0.01%	595
2018 Q4	$203K	Buy	+11,023	New	+$228K	﹤0.01%	615
2018 Q1	–	Sell	-21,704	Closed	-$575K	–	705
2017 Q4	$575K	Buy	+21,704	New	+$531K	0.01%	373

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 $3.37T AUM 44.26% 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

Holocene Advisors's SF Position: Q2 2026 in Review

Holocene Advisors opened a new position in Stifel (SF) in Q2 2026: 12,157 shares worth $848K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in SF as recently as Q4 2025.

Holocene Advisors first reported a position in SF in Q4 2017 and has held it in 12 quarters since. The position peaked at $35.9M in Q1 2022. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Holocene Advisors held 12,157 shares of Stifel worth $848K as of Q2 2026.
Stifel was a new Holocene Advisors position in Q2 2026.
Stifel made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #697 holding.
Holocene Advisors first reported a position in Stifel in Q4 2017 and has held it in 12 quarters since.
Holocene Advisors's Stifel position peaked at $35.9M in Q1 2022.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.