IC
SF

IEQ Capital’s Stifel SF Stock Holding History

IEQ Capital’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 		$5.67M Sell
81,332
-230,237
-74% -$17.2M 0.03% 472
2026
Q1 		$23M Buy
311,569
+100,621
+48% +$7.99M 0.11% 183
2025
Q4 		$17.6M Buy
210,948
+140,788
+201% +$11.3M 0.05% 231
2025
Q3 		$5.31M Buy
70,160
+29,094
+71% +$2.18M 0.02% 472
2025
Q2 		$2.84M Sell
41,066
-75,183
-65% -$4.62M 0.02% 570
2025
Q1 		$7.31M Buy
+116,249
New +$8.2M 0.06% 248

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

IEQ Capital's SF Position: Q2 2026 in Review

IEQ Capital reduced its Stifel (SF) stake by 74% in Q2 2026, selling an estimated $17.2M and leaving 81,332 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #472.

IEQ Capital first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $23M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • IEQ Capital held 81,332 shares of Stifel worth $5.67M as of Q2 2026.
  • IEQ Capital sold 230,237 Stifel shares in Q2 2026, an estimated $17.2M.
  • Stifel made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #472 holding.
  • IEQ Capital first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • IEQ Capital's Stifel position peaked at $23M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.