IAIM
SF

International Assets Investment Management’s Stifel SF Stock Holding History

International Assets 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 		$862 Hold
12
– – ﹤0.01% 2218
2026
Q1 		$888 Sell
12
-27
-69% -$2.14K ﹤0.01% 2078
2025
Q4 		$3.26K Buy
+39
New +$3.12K ﹤0.01% 1879
2024
Q3 		– Sell
-48
Closed -$2.69K – 2512
2024
Q2 		$2.69K Buy
+48
New +$2.54K ﹤0.01% 1958
2023
Q2 		– Sell
-755
Closed -$12.1K – 883
2023
Q1 		$12.1K Buy
+755
New +$31.7K ﹤0.01% 835

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 $3.38T AUM 44.17% 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

International Assets Investment Management's SF Position: Q2 2026 in Review

International Assets Investment Management held its Stifel (SF) position steady in Q2 2026 at 12 shares worth $862. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

International Assets Investment Management first reported a position in SF in Q1 2023 and has held it in 5 quarters since. The position peaked at $12.1K in Q1 2023. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • International Assets Investment Management held 12 shares of Stifel worth $862 as of Q2 2026.
  • International Assets Investment Management left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2218 holding.
  • International Assets Investment Management first reported a position in Stifel in Q1 2023 and has held it in 5 quarters since.
  • International Assets Investment Management's Stifel position peaked at $12.1K in Q1 2023.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.