II
SF

Inspire Investing’s Stifel SF Stock Holding History

Inspire Investing’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 		$558K Buy
+8,001
New +$597K 0.02% 931
2025
Q4 		– Sell
-13,845
Closed -$1.05M – 1165
2025
Q3 		$1.05M Buy
+13,845
New +$1.04M 0.1% 216
2025
Q2 		– Sell
-11,826
Closed -$743K – 864
2025
Q1 		$743K Buy
+11,826
New +$834K 0.09% 230
2024
Q3 		– Sell
-6,278
Closed -$352K – 895
2024
Q2 		$352K Sell
6,278
-615
-9% -$32.6K 0.04% 544
2024
Q1 		$359K Sell
6,893
-1,426
-17% -$70.2K 0.04% 532
2023
Q4 		$384K Buy
8,319
+849
+11% +$34.9K 0.04% 587
2023
Q3 		$306K Sell
7,470
-399
-5% -$16.8K 0.04% 667
2023
Q2 		$313K Buy
7,869
+954
+14% +$37.2K 0.04% 679
2023
Q1 		$272K Buy
6,915
+880
+15% +$37K 0.03% 665
2022
Q4 		$235K Buy
6,035
+65
+1% +$2.57K 0.03% 666
2022
Q3 		$207K Buy
5,970
+340
+6% +$13.4K 0.03% 539
2022
Q2 		$210K Buy
5,630
+479
+9% +$19.9K 0.03% 747
2022
Q1 		$233K Sell
5,151
-68
-1% -$3.27K 0.03% 762
2021
Q4 		$245K Buy
5,219
+170
+3% +$8.26K 0.03% 734
2021
Q3 		$229K Buy
+5,049
New +$225K 0.03% 619

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

Inspire Investing's SF Position: Q2 2026 in Review

Inspire Investing opened a new position in Stifel (SF) in Q2 2026: 8,001 shares worth $558K. The stake represents 0.02% of the portfolio and ranks #931 among its holdings. This is a return to the name: Inspire Investing previously reported a position in SF as recently as Q3 2025.

Inspire Investing first reported a position in SF in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.05M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Inspire Investing held 8,001 shares of Stifel worth $558K as of Q2 2026.
  • Stifel was a new Inspire Investing position in Q2 2026.
  • Stifel made up 0.02% of Inspire Investing's portfolio in Q2 2026, its #931 holding.
  • Inspire Investing first reported a position in Stifel in Q3 2021 and has held it in 15 quarters since.
  • Inspire Investing's Stifel position peaked at $1.05M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.