I
SF

InceptionR’s Stifel SF Stock Holding History

InceptionR’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 		– Sell
-6,396
Closed -$473K – 894
2026
Q1 		$473K Sell
6,396
-13,734
-68% -$1.09M 0.11% 327
2025
Q4 		$1.68M Buy
+20,130
New +$1.61M 0.47% 19
2025
Q2 		– Sell
-8,421
Closed -$529K – 831
2025
Q1 		$529K Buy
+8,421
New +$594K 0.16% 261
2024
Q4 		– Sell
-13,275
Closed -$831K – 848
2024
Q3 		$831K Buy
13,275
+5,035
+61% +$287K 0.2% 185
2024
Q2 		$462K Buy
+8,240
New +$437K 0.13% 299
2024
Q1 		– Sell
-10,797
Closed -$498K – 716
2023
Q4 		$498K Sell
10,797
-3,662
-25% -$151K 0.36% 103
2023
Q3 		$592K Buy
14,459
+8,355
+137% +$352K 0.34% 110
2023
Q2 		$243K Sell
6,104
-7,560
-55% -$295K 0.13% 319
2023
Q1 		$538K Sell
13,664
-7,623
-36% -$320K 0.17% 227
2022
Q4 		$828K Buy
+21,287
New +$842K 0.44% 61

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

InceptionR's SF Position: Q2 2026 in Review

InceptionR sold out of Stifel (SF) in Q2 2026, closing a stake of 6,396 shares — an estimated $473K sold.

InceptionR first reported a position in SF in Q4 2022 and held it in 10 quarters. The position peaked at $1.68M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • InceptionR reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 6,396 Stifel shares in Q2 2026, an estimated $473K.
  • InceptionR first reported a position in Stifel in Q4 2022 and held it in 10 quarters.
  • InceptionR's Stifel position peaked at $1.68M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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