IIM
SF

INTECH Investment Management’s Stifel SF Stock Holding History

INTECH Investment Management’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 		$2.22M Sell
31,862
-7,333
-19% -$547K 0.02% 676
2026
Q1 		$2.9M Buy
39,195
+34,080
+666% +$2.71M 0.03% 543
2025
Q4 		$427K Buy
+5,115
New +$409K ﹤0.01% 1589
2024
Q3 		– Sell
-10,272
Closed -$576K – 2072
2024
Q2 		$576K Buy
+10,272
New +$544K 0.01% 767
2023
Q4 		– Sell
-11,160
Closed -$457K – 743
2023
Q3 		$457K Buy
+11,160
New +$470K 0.01% 592

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

INTECH Investment Management's SF Position: Q2 2026 in Review

INTECH Investment Management reduced its Stifel (SF) stake by 19% in Q2 2026, selling an estimated $547K and leaving 31,862 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #676.

INTECH Investment Management first reported a position in SF in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.9M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • INTECH Investment Management held 31,862 shares of Stifel worth $2.22M as of Q2 2026.
  • INTECH Investment Management sold 7,333 Stifel shares in Q2 2026, an estimated $547K.
  • Stifel made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #676 holding.
  • INTECH Investment Management first reported a position in Stifel in Q3 2023 and has held it in 5 quarters since.
  • INTECH Investment Management's Stifel position peaked at $2.9M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.