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
2021 Q3	–	Sell	-30,000	Closed	-$1.3M	–	357
2021 Q2	$1.3M	Buy	+30,000	New	+$1.35M	0.05%	235

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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.