IFU
SF

iSAM Funds (UK)’s Stifel SF Stock Holding History

iSAM Funds (UK)’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
-4,934
Closed -$365K – 402
2026
Q1 		$365K Sell
4,934
-267
-5% -$21.2K 0.18% 169
2025
Q4 		$434K Sell
5,201
-11,934
-70% -$954K 0.16% 181
2025
Q3 		$1.3M Buy
+17,135
New +$1.28M 0.27% 116
2025
Q2 		– Sell
-13,941
Closed -$876K – 582
2025
Q1 		$876K Buy
13,941
+3,849
+38% +$271K 0.43% 72
2024
Q4 		$714K Buy
+10,092
New +$721K 0.53% 56

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

iSAM Funds (UK)'s SF Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Stifel (SF) in Q2 2026, closing a stake of 4,934 shares — an estimated $365K sold.

iSAM Funds (UK) first reported a position in SF in Q4 2024 and held it in 5 quarters. The position peaked at $1.3M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • iSAM Funds (UK) reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 4,934 Stifel shares in Q2 2026, an estimated $365K.
  • iSAM Funds (UK) first reported a position in Stifel in Q4 2024 and held it in 5 quarters.
  • iSAM Funds (UK)'s Stifel position peaked at $1.3M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.