HF
SF

HRT Financial’s Stifel SF Stock Holding History

HRT Financial’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 		$26.8M Buy
384,174
+227,834
+146% +$17M 0.05% 364
2026
Q1 		$11.6M Buy
156,340
+106,696
+215% +$8.47M 0.03% 559
2025
Q4 		$4.14M Sell
49,644
-119,553
-71% -$9.55M 0.01% 870
2025
Q3 		$12.8M Buy
169,197
+149,586
+763% +$11.2M 0.05% 311
2025
Q2 		$1.36M Buy
19,611
+12,661
+182% +$778K 0.01% 1108
2025
Q1 		$436K Buy
+6,950
New +$490K ﹤0.01% 1539
2024
Q1 		– Sell
-65,337
Closed -$3.01M – 3003
2023
Q4 		$3.01M Sell
65,337
-25,083
-28% -$1.03M 0.02% 478
2023
Q3 		$3.7M Buy
+90,420
New +$3.81M 0.04% 398
2022
Q4 		– Sell
-144,153
Closed -$4.99M – 3057
2022
Q3 		$4.99M Buy
144,153
+79,303
+122% +$3.12M 0.05% 296
2022
Q2 		$2.42M Buy
64,850
+9,774
+18% +$406K 0.03% 491
2022
Q1 		$2.49M Buy
+55,076
New +$2.64M 0.02% 541
2021
Q4 		– Sell
-176,664
Closed -$8M – 3978
2021
Q3 		$8M Sell
176,664
-337,988
-66% -$15.1M 0.05% 205
2021
Q2 		$22.3M Buy
+514,652
New +$23.1M 0.2% 75
2021
Q1 		– Sell
-18,884
Closed -$635K – 3097
2020
Q4 		$635K Sell
18,884
-15,876
-46% -$471K 0.01% 898
2020
Q3 		$781K Buy
34,760
+19,242
+124% +$430K 0.02% 682
2020
Q2 		$327K Buy
+15,518
New +$312K 0.01% 950
2020
Q1 		– Sell
-48,897
Closed -$1.32M – 1285
2019
Q4 		$1.32M Buy
48,897
+4,343
+10% +$114K 0.06% 262
2019
Q3 		$1.14M Buy
+44,554
New +$1.12M 0.05% 321

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

HRT Financial's SF Position: Q2 2026 in Review

HRT Financial increased its Stifel (SF) stake by 146% in Q2 2026, buying an estimated $17M and bringing the position to 384,174 shares worth $26.8M. The position accounts for 0.05% of the portfolio, ranked #364.

HRT Financial first reported a position in SF in Q3 2019 and has held it in 18 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • HRT Financial held 384,174 shares of Stifel worth $26.8M as of Q2 2026.
  • HRT Financial bought 227,834 Stifel shares in Q2 2026, an estimated $17M.
  • Stifel made up 0.05% of HRT Financial's portfolio in Q2 2026, its #364 holding.
  • HRT Financial first reported a position in Stifel in Q3 2019 and has held it in 18 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.