IP
SF

Interval Partners’s Stifel SF Stock Holding History

Interval Partners’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
-30,411
Closed -$2.25M – 356
2026
Q1 		$2.25M Sell
30,411
-282,641
-90% -$22.4M 0.06% 198
2025
Q4 		$26.1M Buy
313,052
+191,907
+158% +$15.3M 0.47% 59
2025
Q3 		$9.16M Buy
121,145
+17,855
+17% +$1.34M 0.15% 144
2025
Q2 		$7.15M Buy
103,290
+87,327
+547% +$5.36M 0.12% 171
2025
Q1 		$1M Buy
+15,963
New +$1.13M 0.02% 312
2024
Q1 		– Sell
-181,772
Closed -$8.38M – 376
2023
Q4 		$8.38M Sell
181,772
-47,662
-21% -$1.96M 0.24% 123
2023
Q3 		$9.4M Buy
229,434
+157,426
+219% +$6.63M 0.28% 101
2023
Q2 		$2.86M Buy
72,008
+7,503
+12% +$293K 0.1% 170
2023
Q1 		$2.54M Sell
64,505
-25,224
-28% -$1.06M 0.1% 188
2022
Q4 		$3.49M Buy
+89,729
New +$3.55M 0.21% 120
2019
Q2 		– Sell
-131,042
Closed -$3.07M – 256
2019
Q1 		$3.07M Buy
+131,042
New +$2.97M 0.12% 136
2016
Q2 		– Sell
-305,296
Closed -$4.02M – 176
2016
Q1 		$4.02M Buy
+305,296
New +$4.34M 0.35% 80
2015
Q1 		– Sell
-51,329
Closed -$1.16M – 168
2014
Q4 		$1.16M Sell
51,329
-22,921
-31% -$485K 0.18% 98
2014
Q3 		$1.55M Buy
+74,250
New +$1.55M 0.32% 87

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

Interval Partners's SF Position: Q2 2026 in Review

Interval Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 30,411 shares — an estimated $2.25M sold.

Interval Partners first reported a position in SF in Q3 2014 and held it in 14 quarters. The position peaked at $26.1M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Interval Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Interval Partners sold 30,411 Stifel shares in Q2 2026, an estimated $2.25M.
  • Interval Partners first reported a position in Stifel in Q3 2014 and held it in 14 quarters.
  • Interval Partners's Stifel position peaked at $26.1M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.