Jacobs Levy Equity Management’s Stifel SF Stock Holding History

Jacobs Levy Equity 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	$111M	Buy	1,589,213 +224,235	+16%	+$16.7M	0.4%	61
2026 Q1	$101M	Buy	+1,364,978	New	+$108M	0.42%	58
2021 Q3	–	Sell	-76,691	Closed	-$3.32M	–	1121
2021 Q2	$3.32M	Buy	76,691 +711	+0.9%	+$31.9K	0.02%	514
2021 Q1	$3.25M	Buy	75,980 +11,103	+17%	+$433K	0.03%	509
2020 Q4	$2.18M	Buy	64,877 +3,763	+6%	+$112K	0.02%	565
2020 Q3	$1.37M	Sell	61,114 -880	-1%	-$19.6K	0.01%	594
2020 Q2	$1.31M	Buy	61,994 +3,854	+7%	+$77.4K	0.01%	614
2020 Q1	$1.07M	Hold	58,140	–	–	0.01%	605
2019 Q4	$1.57M	Sell	58,140 -120,713	-67%	-$3.15M	0.02%	586
2019 Q3	$4.56M	Sell	178,853 -1,575	-0.9%	-$39.6K	0.06%	351
2019 Q2	$4.74M	Buy	+180,428	New	+$4.59M	0.07%	355
2018 Q3	–	Sell	-58,500	Closed	-$1.36M	–	1065
2018 Q2	$1.36M	Sell	58,500 -29,677	-34%	-$772K	0.02%	587
2018 Q1	$2.32M	Buy	+88,177	New	+$2.5M	0.04%	443
2015 Q3	–	Sell	-9,517	Closed	-$244K	–	859
2015 Q2	$244K	Buy	+9,517	New	+$235K	﹤0.01%	694

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

Jacobs Levy Equity Management's SF Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Stifel (SF) stake by 16% in Q2 2026, buying an estimated $16.7M and bringing the position to 1,589,213 shares worth $111M. The position accounts for 0.4% of the portfolio, ranked #61.

Jacobs Levy Equity Management first reported a position in SF in Q2 2015 and has held it in 14 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Jacobs Levy Equity Management held 1,589,213 shares of Stifel worth $111M as of Q2 2026.
Jacobs Levy Equity Management bought 224,235 Stifel shares in Q2 2026, an estimated $16.7M.
Stifel made up 0.4% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #61 holding.
Jacobs Levy Equity Management first reported a position in Stifel in Q2 2015 and has held it in 14 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.