HI
SF

Horizon Investments’s Stifel SF Stock Holding History

Horizon Investments’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 		$258K Buy
3,695
+551
+18% +$41.1K ﹤0.01% 969
2026
Q1 		$232K Sell
3,144
-91,490
-97% -$7.27M ﹤0.01% 960
2025
Q4 		$7.9M Buy
94,634
+56,274
+147% +$4.5M 0.1% 169
2025
Q3 		$2.9M Buy
38,360
+38,336
+159,733% +$2.87M 0.04% 360
2025
Q2 		$1.66K Hold
24
– – ﹤0.01% 1033
2025
Q1 		$1.51K Buy
+24
New +$1.69K ﹤0.01% 753

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

Horizon Investments's SF Position: Q2 2026 in Review

Horizon Investments increased its Stifel (SF) stake by 18% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,695 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Horizon Investments first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.9M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Horizon Investments held 3,695 shares of Stifel worth $258K as of Q2 2026.
  • Horizon Investments bought 551 Stifel shares in Q2 2026, an estimated $41.1K.
  • Stifel made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #969 holding.
  • Horizon Investments first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Horizon Investments's Stifel position peaked at $7.9M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.